Fidelity Advisor Strategic Real Return Fund - Class M FSRTX
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 | $322.11M | 0.700% | Average | $0 | $15.70M | |||
FSIRX | Fidelity Advisor Strategic Real Return Fund - Class I | Institutional | Open | $59.87M | 0.700% | Average | $0 | $9.39M | |||
FIQDX | Fidelity Advisor Strategic Real Return Fund - Class Z | Institutional | Open | $16.78M | 0.610% | Below Average | $0 | −$270,605.91 | |||
FSRAX | Fidelity Advisor Strategic Real Return Fund - Class A | Front Load | Open | $42.70M | 0.950% | Average | $0 | −$253,946.23 | |||
FSRTX | Fidelity Advisor Strategic Real Return Fund - Class M | Front Load | Open | $7.19M | 0.950% | Average | $0 | −$705,533.18 | |||
FCSRX | Fidelity Advisor Strategic Real Return Fund - Class C | Level Load | Open | $5.81M | 1.700% | Average | $0 | −$1.03M | |||
FSRKX | Fidelity Strategic Real Return Fund - Class K6 | Retirement, Large | Open | $96.19M | 0.510% | Below Average | $0 | −$24.59M |