FSRTX Mutual Fund

FSRTX Mutual Fund (Fidelity Advisor Strategic Real Return Fund Class M) is managed by Fidelity Investments (US) with $7.1M in net assets. FSRTX expense ratio is 0.95%, holding 407 positions across sectors including Financials, Materials, Real Estate. Inception date: 2005-09-07.

FSRTX performance shows a YTD return of 7.65%. The 1-year return is 13.96% and the 5-year return is 5.49%. FSRTX dividend yield stands at 4.32%, paid quarterly.

FSRTX top holdings include Fidelity Floating Rate Central Fund (24.9%), Fidelity Commodity Strategy Central Fund (14.5%), Fidelity Real Estate Equity Central Fund (9.8%), Fidelity Cash Central Fund (2.0%), Exxon Mobil Corp. (1.1%). Go to all FSRTX holdings, FSRTX sectors, or FSRTX dividends.

FSRTX can be compared against other funds. Use FSRTX overlap to find shared positions, or FSRTX vs another fund for a side-by-side view. FSRTX alternatives are available via the screener, along with tax-loss harvesting opportunities.