Fidelity Series Commodity Strategy Fund

Scorecard
3 / 5 Stars
Lipper
3 3 1 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
---
TheStreet.com
E (Sell)

U.S. News evaluated 33 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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See full Commodities Broad Basket rankings

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Performance

The fund has returned -5.78 percent over the past year, and -0.66 percent over the past three years.

Trailing Returns Updated 04.30.2013
Year to date -4.1%
1 Year -5.8%
3 Years (Annualized) -0.7%
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 notes, other 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 indices and in other commodity-linked derivative instruments. The fund invests in domestic and foreign issuers. It invests in Fidelity's central funds. 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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Fund Opinions

The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 5 on a scale of 1 to 5, with 1 being the best and 5 the worst.

Value Line 2013-03-12

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 4 for one year and 4 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2013-03-12

The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.

Value Line 2013-03-12
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