Fidelity Strategic Real Return Fund

$9.57-0.10%($-0.01)
TickerSpark Score
71/100
Solid
70
Valuation
80
Profitability
55
Growth
50
Health
100
Momentum

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52-Week Range92% of range
Low $8.53
Current $9.57
High $9.66

Companyfundresearch.fidelity.com/mutual-funds/summary/315912881

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 25% inflation-protected debt securities, 25% floating rate loans, 30% commodity-linked derivative instruments and related investments, and 20% REITs and other real estate related investments.

IPO
2005
HQ
Boston, MA, US

Price Chart

+11.54% · this period
$9.66$9.09$8.53May 20Nov 18May 20

Valuation

Market Cap
$559.07M
P/E
-2.12
P/S
29.84
P/B
0.38
EV/EBITDA
-2.20
Div Yield
4.14%

Profitability

Gross Margin
100.00%
Op Margin
22.02%
Net Margin
-1337.39%
ROE
-19.07%
ROIC
0.29%

Growth & Income

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%

Performance & Tape

52W High
$9.66
52W Low
$8.53
50D MA
$9.47
200D MA
$9.08
Beta
0.44
Avg Volume
0

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