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Market Cap: $529.2M

FF

Fidelity Strategic Real Return Fund

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Company Profile

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.

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Financial Services
IndustryAsset Management
IPO DateSep 9, 2005
ExchangeNASDAQ
Exchange NameNASDAQ
CurrencyUSD
Headquarters & Contact
Address245 Summer Street
City / State / ZIPBoston, MA, 02210
CountryUnited States
Phone617-563-7000
Websitehttps://fundresearch.fidelity.com/mutual-funds/summary/315912881