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 444 positions across sectors including Financials, Real Estate, Materials. 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 5.50%. FSRTX dividend yield stands at 4.22%, paid quarterly.

FSRTX top holdings include Fidelity Floating Rate Central Fund (26.1%), Fidelity Commodity Strategy Central Fund (13.9%), Corteva Inc Ctva (1.2%), Fidelity Cash Central Fund (1.2%), Equinix Inc. Real Estate Investment Trust (1.2%). 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.