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Fidelity Advisor Strategic Real Ret I (FSIRX)

8.61
+0.01
+(0.12%)
As of 8:09:13 AM EDT. Market Open.
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  • Previous Close 8.60
  • YTD Return 2.50%
  • Expense Ratio 0.70%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -60.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 488.05M
  • Beta (5Y Monthly) 0.63
  • Yield 4.72%
  • 5y Average Return --
  • Holdings Turnover 23.00%
  • Last Dividend 0.06
  • Inception Date Oct 8, 2019

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

488.05M

Net Assets

2019-10-08

Inception Date

Performance Overview: FSIRX

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Trailing returns as of 6/6/2025. Category is Allocation--30% to 50% Equity.

YTD Return

FSIRX
2.50%
Category
5.91%
 

1-Year Return

FSIRX
4.73%
Category
18.59%
 

3-Year Return

FSIRX
2.19%
Category
8.56%
 

5-Year Return

FSIRX
7.59%
Category
7.44%
 

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Holdings: FSIRX

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Sector Weightings

SectorFSIRX
Real Estate   35.69%
Energy   25.31%
Industrials   2.88%
Utilities   2.25%
Technology   0.11%
Healthcare   0.00%

Recent News: FSIRX

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Research Reports: FSIRX

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