FSRRX : Fidelity® Strategic Real Return Fund

FSRRX is a Allocation Market All-In-One with MODERATE fees.

FSRRX

Fidelity® Strategic Real Return Fund

FI Score

37 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

37% FI Score
  • fsrrx
  • Mutual Fund
  • Allocation
  • All-In-One

Fidelity® Strategic Real Return Fund

Expenses: 0.83% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Fund Summary

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. It uses a neutral mix of approximately 30% inflation-protected debt securities, 25% floating rate loans, 25% commodity-linked derivative instruments and related investments, and 20% REITs and other real estate related investments. The fund invests in domestic and foreign issuers.

Largest Holdings

Amount Holding
27.88% Fidelity Cent Invt Portfolios
19.08% Fidelity Garrison Str Tr
1.07% United States Treasury Notes 0.12%
1.03% United States Treasury Notes 0.12%
1.02% United States Treasury Notes 0.12%
1.02% United States Treasury Notes 0.62%
1.02% United States Treasury Notes 0.38%
1.01% United States Treasury Notes 0.38%
1.00% United States Treasury Notes 0.25%
0.99% United States Treasury Notes 0.12%
0.98% United States Treasury Notes 0.12%
0.94% United States Treasury Notes 0.62%
0.93% United States Treasury Notes 0.12%
0.91% United States Treasury Notes 0.62%
0.91% United States Treasury Notes 0.62%
0.86% United States Treasury Notes 0.88%
0.85% United States Treasury Notes 0.75%
0.85% United States Treasury Notes 0.38%
0.84% United States Treasury Notes 0.5%
0.84% United States Treasury Notes 0.12%
0.84% United States Treasury Notes 0.38%
0.84% United States Treasury Notes 0.25%
0.79% United States Treasury Notes 0.5%
0.77% United States Treasury Notes 0.12%
0.69% United States Treasury Bonds 2.38%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo