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Fund Intelligence | Best Managers | FSRRX Insights | FSRRX Score | FSRRX Performance | FSRRX Manager | FSRRX News | FSRRX Allocation | FSRRX Holdings Change

Mutual Fund Insights: Fidelity Strategic Real Return Fund (FSRRX)

In-depth Analysis of Fidelity Strategic Real Return Fund (FSRRX)

Mutual fund chart: Fidelity Strategic Real Return Fund (FSRRX)

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See Fidelity Strategic Real Return Fund (FSRRX) performance details as of February 28, 2010

  

    Last Trade: $8.63 on 3/19/2010, Change: -0.04 (-0.46%)
Experiment our closing price forecasting tool for Fidelity Strategic Real Return Fund (FSRRX) (alpha release)

  

Fund ManagerFund Manager - Joanna Bewick

Fund Manager Tenure: 2.0 years   [Similar Funds: FSRAX  FSRTX  FSBRX  FSIRX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Joanna Bewick is a portfolio manager with Fidelity Investments. Joanna Bewick has been with the company since 1997. Prior to joining Fidelity Investments, Bewick worked as a fixed income research analyst and as senior vice president of Strategic Services. Joanna Bewick left Fidelity and joined JP Morgan Asset Management as a vice president and fixed income analyst in 2006. Bewick returned to Fidelity in 2007 as a portfolio manager.  Get more insights on Joanna Bewick

  

What we like about Fidelity Strategic Real Return Fund (FSRRX) What we like about Fidelity Strategic Real Return Fund (FSRRX)

Data for Fidelity Strategic Real Return Fund (FSRRX) as of February 28, 2010

  • Fidelity Strategic Real Return Fund (FSRRX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Fidelity Strategic Real Return Fund (FSRRX) has good short-term performance (1-year return 34.74% vs 30.03 % Conservative Allocation category average)
  • Fidelity Strategic Real Return Fund (FSRRX) has an annual stock turnover rate of 38.00% vs Conservative Allocation average of 126.79%. It is good that Fidelity Strategic Real Return management does not trade extensively for its return.
  • Fidelity Strategic Real Return Fund (FSRRX) has a lower management fee than its Conservative Allocation average: 0.77% vs 0.85%
  • Fidelity Strategic Real Return Fund (FSRRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Fidelity Strategic Real Return Fund (FSRRX) What we are cautious about Fidelity Strategic Real Return Fund (FSRRX)

Data for Fidelity Strategic Real Return Fund (FSRRX) as of February 28, 2010

  • Fidelity Strategic Real Return Fund (FSRRX) management has been with Fidelity Strategic Real Return Fund for only 2.0 years, it is hard to judge manager's ability based on this fund's operation record
  • Fidelity Strategic Real Return Fund (FSRRX) has a less-than-ideal mid-term performance (3-year return -0.18% vs 0.52 % Conservative Allocation category average)
  • Fidelity Strategic Real Return Fund (FSRRX) ratio of up-years vs down years can be improved
  • Fidelity Strategic Real Return Fund (FSRRX) has a Morningstar rating of 3 and below
  • Fidelity Strategic Real Return Fund (FSRRX) does not have a good risk adjusted return as its 3-year Alpha of -0.99 is worse than category average of -0.68, and its 3-year Sharpe ratio is -0.08
  • Fidelity Strategic Real Return Fund (FSRRX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.76 that is higher than category average of 10.73
See Fidelity Strategic Real Return Fund (FSRRX) performance details as of February 28, 2010

  

  

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Fidelity Strategic Real Return Fund (FSRRX) Net Asset

Track net asset change of Fidelity Strategic Real Return fund (FSRRX)

DateNet Asset
02/2010$6.08B
01/2010$4.90B
11/2009$4.99B
More historic net asset information on Fidelity Strategic Real Return Fund (FSRRX)

  

Fidelity Strategic Real Return Fund (FSRRX) Portfolio Allocation

Track portfolio allocation change of Fidelity Strategic Real Return fund (FSRRX)

DateCashStockBondOther
09/200927.4%13.35%56.42%2.83%
06/200928.63%8.46%28%34.92%
03/200928.04%9.55%55.28%7.13%
Click here to see more historic asset allocation information on Fidelity Strategic Real Return Fund (FSRRX)

  

Most Recent Top 10 Holdings in Fidelity Strategic Real Return Fund (FSRRX)

Discover what Fidelity Strategic Real Return Fund (FSRRX) manager is buying

30-Sep-09
US Treasury Bond 2% [1.94%]
US Treasury Bond 2.375% [1.62%]
US Treasury Note 2% [1.49%]
US Treasury Bond 2.375% [1.37%]
US Treasury Note 3% [1.35%]
US Treasury Note 2% [1.31%]
US Treasury Note 1.875% [1.31%]
US Treasury Note 1.625% [1.26%]
US Treasury Bond 2.5% [1.22%]
US Treasury Note 2.375% [1.18%]

30-Jun-09
Fidelity Frn Rate Central Fund [25.78%]
Fidelity Cash Central Fund, 0.40% [18.19%]
US Treasury Bond [2.13%]
US Treasury Bond [1.78%]
U.S. Treasury Inflation-Indexed Notes: 1.875% [1.7%]
U.S. Treasury Inflation-Indexed Notes: 2% [1.64%]
U.S. Treasury Inflation-Indexed Notes: 3% [1.51%]
U.S. Treasury Inflation-Indexed Notes: 2.375% [1.47%]
U.S. Treasury Inflation-Indexed Notes: 2% [1.45%]
U.S. Treasury Inflation-Indexed Notes: 2.5% [1.15%]

31-Mar-09
US Treasury Bond 2% [2.62%]
US Treasury Bond 2.375% [2.19%]
US Treasury Note 1.875% [2.07%]
US Treasury Note 2% [2.02%]
US Treasury Note 3% [1.85%]
US Treasury Bond 2.375% [1.8%]
US Treasury Note 0.875% [1.41%]
US Treasury Note 2% [1.28%]
US TREASURY NOTE [1.22%]
US Treasury Note 1.625% [1.21%]
Click here for Stock Holding Change Map in Fidelity Strategic Real Return Fund (FSRRX)

  

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