Fidelity Strategic Real Return Fund (FSRRX) Research
The Fidelity Strategic Real Return Fund primarily aims to generate real returns while maintaining a prudent level of investment risk. To achieve this objective, the fund strategically distributes its capital across four distinct asset classes: debt instruments designed to protect against inflation, floating-rate bank loans, financial instruments tied to commodity performance, and real estate investment trusts (REITs) alongside other property-related investments. A benchmark allocation guides this strategy, targeting approximately 25% in inflation-protected debt, 25% in floating rate loans, 30% in commodity-linked derivatives and associated investments, and the remaining 20% in REITs and other real estate holdings. The fund's portfolio encompasses securities issued by both domestic and international entities.
Market snapshot
- Symbol
- FSRRX
- Price
- $9.40
- Day change
- -0.21%
- Market cap
- $590.9M
- P/E ratio
- -2.08x
- 52-week range
- 8.62-9.66
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Disciplined Growth Fund (ADCCX)
- Alger Focus Equity Fund (ALZFX)
- JPMorgan Diversified Fund (JPDVX)
- BlackRock MuniYield Fund, Inc. (MYD)
- Columbia Large Cap Enhanced Core Fund (NMIMX)
- RiverNorth Opportunities Fund, Inc. (RIV)
- T. Rowe Price Target Retirement 2035 Fund (RPGRX)
- State Street Target Retirement 2065 Fund (SSFKX)
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