Fidelity Strategic Real Fund Quote
FSRRX Fund | USD 8.70 0.02 0.23% |
PerformanceGood
| Odds Of DistressLow
|
Fidelity Strategic is trading at 8.70 as of the 22nd of July 2025; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 8.68. Fidelity Strategic has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
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 and other real estate related investments. More on Fidelity Strategic Real
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
Update Date | 30th of June 2025 |
Expense Ratio Date | 29th of November 2022 |
Fiscal Year End | September |
Fidelity Strategic Real [FSRRX] is traded in USA and was established 22nd of July 2025. Fidelity Strategic is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Fidelity Investments family. This fund currently has accumulated 613.91 M in assets under management (AUM) with no minimum investment requirementsFidelity Strategic Real is currently producing year-to-date (YTD) return of 4.57% with the current yeild of 0.05%, while the total return for the last 3 years was 5.54%.
Check Fidelity Strategic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Strategic Real Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Strategic Real Mutual Fund Constituents
CUBE | CubeSmart | Stock | Real Estate | |
DLR | Digital Realty Trust | Stock | Real Estate | |
EQIX | Equinix | Stock | Real Estate | |
MAA | Mid America Apartment Communities | Stock | Real Estate | |
PLD | Prologis | Stock | Real Estate | |
FYHTX | Fidelity Modity Strategy | Mutual Fund | Commodities Broad Basket |
Fidelity Strategic Real Risk Profiles
Mean Deviation | 0.2186 | |||
Semi Deviation | 0.1722 | |||
Standard Deviation | 0.2878 | |||
Variance | 0.0828 |
Fidelity Strategic Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Strategic financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Strategic security.
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