FSRTX – Fidelity Advisor Strategic Real Ret M Investment Strategy | Morningstar

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Strategy

The investment seeks real return consistent with reasonable investment risk. The fund allocates the assets among four general investment categories: inflation-protected debt securities, floating rate loans, commodity-linked derivative instruments and related investments, and real estate investment trusts (REITs) and other real estate related investments. The manager uses a neutral mix of approximately 25% inflation-protected debt securities, 25% floating rate loans, 30% commodity-linked derivative instruments and related investments, and 20% REITs and other real estate related investments. The fund invests in domestic and foreign issuers.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FSRRX	Fidelity Strategic Real Return Fund	No Load	Open			Sep 7, 2005	$323.26M	0.700%	Average	$0	$17.68M
FSIRX	Fidelity Advisor Strategic Real Return Fund - Class I	Institutional	Open			Sep 7, 2005	$57.52M	0.700%	Average	$0	$14.48M
FIQDX	Fidelity Advisor Strategic Real Return Fund - Class Z	Institutional	Open			Oct 2, 2018	$15.34M	0.610%	Below Average	$0	−$1.18M
FSRAX	Fidelity Advisor Strategic Real Return Fund - Class A	Front Load	Open			Sep 7, 2005	$40.27M	0.950%	Average	$0	−$2.71M
FSRTX	Fidelity Advisor Strategic Real Return Fund - Class M	Front Load	Open			Sep 7, 2005	$7.16M	0.950%	Average	$0	−$804,197.45
FCSRX	Fidelity Advisor Strategic Real Return Fund - Class C	Level Load	Open			Sep 7, 2005	$5.89M	1.700%	Average	$0	−$1.02M
FSRKX	Fidelity Strategic Real Return Fund - Class K6	Retirement, Large	Open			Oct 8, 2019	$95.25M	0.510%	Below Average	$0	−$19.47M

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