2 / 5 Stars
1 1 4 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#63 in Conservative Allocation
U.S. News evaluated 187 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 7.22 percent over the past year, 3.37 percent over the past three years, and 8.25 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.6%|
|3 Years (Annualized)||3.4%|
|5 Years (Annualized)||8.2%|
|10 Years (Annualized)||N/A|
The investment seeks real return consistent with reasonable investment risk. 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 (REITs) and other real estate related investments. It uses a neutral mix of approximately 30% inflation-protected debt securities, 25% floating rate loans, 25% commodity-linked derivative instruments and related investments, and 20% REITs and other real estate related investments. The fund invests in domestic and foreign issuers.
Fees are Above Average compared to funds in the same category.
Fidelity® Strategic Real Return Fund has an expense ratio of 1.03 percent.
Risk is Average compared to funds in the same category according to Morningstar.