About FSIRX
Fidelity Advisor Strategic Real Return Fund Class I is a diversified mutual fund designed to provide real returns consistent with reasonable investment risk. Its primary function is to help investors preserve and enhance purchasing power, particularly in inflationary environments, by investing across four key inflation-fighting asset classes: Treasury Inflation-Protected Securities (TIPS), floating-rate bank loans, commodity-linked instruments, and real estate-related securities. The fund's neutral allocation strategy typically divides assets among these categories, seeking to balance income, capital appreciation, and inflation protection. Managed by a team of experienced professionals, this fund leverages both strategic asset allocation and specialized sub-portfolio management to target consistent, risk-adjusted performance. Classified within the moderately conservative allocation group, it prioritizes capital preservation while aiming for steady returns, making it relevant for investors concerned about inflation and volatility. The fund is notable for its institutional share class, low minimum investment, and competitive expense ratio. By integrating multiple asset types with distinct inflation-hedging characteristics, Fidelity Advisor Strategic Real Return Fund Class I plays an important role for investors seeking a multi-asset inflation protection solution within a broader investment portfolio.
Fund Family Fidelity
Category Allocation--30% to 50% Equity
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol FSIRX
Share Class Class I
Index Bloomberg U.S. TIPS TR
FSIRX had a total return of 9.63% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.06%.
