About FSRTX
The Fidelity Advisor Strategic Real Return Fund - Class M is a multi-asset mutual fund designed to deliver real, inflation-adjusted returns while maintaining reasonable investment risk. Its primary function is to serve as an inflation protection vehicle by diversifying across four distinct asset classes: Treasury Inflation-Protected Securities (TIPS), floating-rate bank loans, commodity-linked investments, and real estate-related securities, including REITs. The fund's neutral portfolio allocation targets approximately 25% in TIPS, 25% in floating-rate loans, 30% in commodities, and 20% in real estate, balancing sensitivity to inflation and reducing reliance on any single sector. By combining asset classes with low correlation to each other, the fund aims to provide more effective inflation hedging and lower overall volatility compared to single-asset strategies. Managed by a team of specialists, the fund draws on in-depth research and sector expertise for security selection and tactical allocation. It is generally categorized within "Moderately Conservative Allocation" funds and is designed for investors seeking diversified, inflation-resilient exposure within a mutual fund structure.
Fund Family Fidelity
Category Allocation--30% to 50% Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FSRTX
Share Class Class M
Index Bloomberg U.S. TIPS TR
FSRTX had a total return of 12.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.86%.
