Fidelity® Series Commodity Strategy Fund

U.S. News evaluated 36 Commodities Broad Basket Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 7.72 percent over the past year, and -5.54 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 6.8%
1 Year 7.7%
3 Years (Annualized) -5.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide investment returns that correspond to the performance of the commodities market. The fund normally invests in commodity-linked derivative instruments, short-term investment-grade debt securities, cash, and cash equivalents. It invests up to 25% of assets in a wholly-owned subsidiary that invests in commodity-linked total return swaps based on the value of commodities or commodities indexes and in other commodity-linked derivative instruments. The fund invests in domestic and foreign issuers. It engages in commodity-linked derivatives transactions that have a leveraging effect on the fund. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Fidelity® Series Commodity Strategy Fund has an expense ratio of 0.40 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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