NasdaqGM - Delayed Quote USD

Fidelity Strategic Real Return (0P0001I415)

8.51 -0.05 (-0.58%)
As of April 5 at 4:00 PM EDT. Market Open.

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Quilter

Fund Summary

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.

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Fidelity Investments
Net Assets 501.47M
YTD Return 1.91%
Yield 5.28%
Morningstar Rating
Inception Date Oct 02, 2018

Performance & Risk

YTD Return 2.27%
5y Average Return 0.00%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.62
Morningstar Risk Rating

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