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FSRRX Fidelity Strategic Real Return Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), PROLOGIS (NYSE:PLD).

Industry description

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. The manager 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. The fund invests in domestic and foreign issuers.

Market Cap

The average market capitalization across the Fidelity Strategic Real Return MF is 129.66B. The market cap for tickers in the group ranges from 120.46B to 461.22B. XOM holds the highest valuation in this group at 461.22B. The lowest valued company is PLD at 120.46B.

Volume

The average weekly volume growth across all stocks in the Fidelity Strategic Real Return MF was -15%. For the same stocks of the MF, the average monthly volume growth was -40% and the average quarterly volume growth was -29%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 81
P/E Growth Rating: 46
Price Growth Rating: 49
SMR Rating: 70
Profit Risk Rating: 40
Seasonality Score: -13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
Fidelity Fixed Income Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com
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FSRRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FSRRX has been closely correlated with HBLIX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if FSRRX jumps, then HBLIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FSRRX
1D Price
Change %
FSRRX100%
N/A
HBLIX - FSRRX
83%
Closely correlated
+0.21%
HBLRX - FSRRX
83%
Closely correlated
+0.20%
HBLCX - FSRRX
83%
Closely correlated
+0.21%
HBLAX - FSRRX
83%
Closely correlated
+0.14%
HBLSX - FSRRX
83%
Closely correlated
+0.20%
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