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Fidelity Advisor Strategic Real Ret C (FCSRX)

8.92 -0.04 (-0.45%)
At close: 8:01:13 PM EST
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  • Previous Close 8.96
  • YTD Return 7.20%
  • Expense Ratio 1.70%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -42.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 544.69M
  • Beta (5Y Monthly) 0.39
  • Yield 3.71%
  • 5y Average Return --
  • Holdings Turnover 29.00%
  • Last Dividend 0.40
  • Inception Date Sep 7, 2005

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

544.69M

Net Assets

2005-09-07

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Allocation--30% to 50% Equity.

YTD Return

FCSRX
7.20%
Category
5.91%

1-Year Return

FCSRX
9.29%
Category
18.59%

3-Year Return

FCSRX
8.15%
Category
8.56%

5-Year Return

FCSRX
4.65%
Category
7.44%

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