Fidelity Strategic Real Return Fund
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About the company
The Fidelity Strategic Real Return Fund primarily aims to generate real returns while maintaining a prudent level of investment risk. To achieve this objective, the fund strategically distributes its capital across four distinct asset classes: debt instruments designed to protect against inflation, floating-rate bank loans, financial instruments tied to commodity performance, and real estate investment trusts (REITs) alongside other property-related investments. A benchmark allocation guides this strategy, targeting approximately 25% in inflation-protected debt, 25% in floating rate loans, 30% in commodity-linked derivatives and associated investments, and the remaining 20% in REITs and other real estate holdings.
- IPO
- 2005
- HQ
- Boston, MA, US
Price Chart
- Market Cap
- $592.19M
- P/E
- -8.08
- P/S
- 31.61
- P/B
- 0.37
- EV/EBITDA
- 0.00
- Div Yield
- 4.23%
- Gross Margin
- 100.00%
- Op Margin
- 22.02%
- Net Margin
- -1337.39%
- ROE
- -19.07%
- ROIC
- 0.29%
- Revenue
- $18.74M · 42.68%
- Net Income
- $-250,570,678 · -223.33%
- EPS
- $-1.16 · -168.64%
- Op Income
- $4.13M
- FCF YoY
- 0.00%
- 52W High
- $9.66
- 52W Low
- $8.62
- 50D MA
- $9.51
- 200D MA
- $9.19
- Beta
- 0.40
- Avg Volume
- 0
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