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Fidelity Advisor Strategic Real Ret C (FCSRX)

7.96
-0.06
(-0.75%)
At close: 8:03:51 PM EDT

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

  • Comerica Bank
  • Morgan Stanley - Brokerage Accounts
  • Schwab Institutional Only
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Morgan Stanley Consulting Group Advisor
  • Morgan Stanley Select UMA
  • MSWM Brokerage
  • Securities America Inc.
  • Morgan Stanley Portfolio Management
  • Kestra Financial
  • Allowab (non-advisory)

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 496.03M
YTD Return 2.92%
Yield 3.75%
Morningstar Rating
Inception Date Sep 07, 2005

Performance & Risk

YTD Return -0.91%
5y Average Return 7.62%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.60
Morningstar Risk Rating

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