Morningstar

Fidelity Advisor Strategic Real Return Fund - Class M FSRTX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $9.14  /  −0.11 %
  • Fund Size $544.7M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Mid Value
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Investment Status Open
  • TTM Yield 4.33%
  • Turnover Ratio 29%
NAV and 1-Day Return as of

Morningstar’s Analysis FSRTX

Will FSRTX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSRTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSRTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FSRTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Advisor Strategic Real Ret M holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FSRTX

More FSRTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Garrison Str Tr

14.93 79M
—

Fidelity Cash Central Fund

2.81 15M
Cash and Equivalents

ExxonMobil Holdings Corp

1.35 7M
Energy

Corteva Inc

1.19 6M
Basic Materials

Equinix Inc

1.05 6M
Real Estate

Prologis Inc

1.02 5M
Real Estate

United States Treasury Notes 0.00125%

0.98 5M
Government

Archer-Daniels-Midland Co

0.93 5M
Consumer Defensive

United States Treasury Notes 0.02125%

0.92 5M
Government

United States Treasury Notes 0.01875%

0.92 5M
Government

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