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Fidelity Advisor Strategic Real Ret C (FCSRX)

8.12
-0.25
(-2.99%)
At close: April 4 at 8:03:48 PM EDT
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  • Previous Close 8.37
  • YTD Return 2.92%
  • Expense Ratio 1.70%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -60.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 496.03M
  • Beta (5Y Monthly) 0.60
  • Yield 3.75%
  • 5y Average Return --
  • Holdings Turnover 23.00%
  • Last Dividend 0.32
  • Inception Date Sep 7, 2005

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.

Fidelity Investments

Fund Family

Allocation--30% to 50% Equity

Fund Category

496.03M

Net Assets

2005-09-07

Inception Date

Performance Overview: FCSRX

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Trailing returns as of 4/3/2025. Category is Allocation--30% to 50% Equity.

YTD Return

FCSRX
2.92%
Category
5.91%
 

1-Year Return

FCSRX
6.13%
Category
18.59%
 

3-Year Return

FCSRX
0.82%
Category
8.56%
 

5-Year Return

FCSRX
8.10%
Category
7.44%
 

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Holdings: FCSRX

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Sector Weightings

SectorFCSRX
Real Estate   37.08%
Energy   26.57%
Industrials   3.51%
Utilities   2.06%
Technology   0.13%
Healthcare   0.00%

Recent News: FCSRX

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Research Reports: FCSRX

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