FSRKX — Fidelity Strategic Real Return Fund

Data updated: 2026-05-26

FSRKX — Fidelity Strategic Real Return Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Mid Cap Blend / Core Equity · $540.68M AUM · 0.51% expense ratio · 13.6% 1-yr return. From SEC regulatory filings.

FSRKX Fund Overview

FSRKX — Fidelity Strategic Real Return Fund is a US mutual fund managed by Fidelity Salem Street Trust, categorised as United States Mid Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Fidelity Salem Street Trust
  • Category: United States Mid Cap Blend / Core Equity
  • Assets under management: $540.68M
  • 1-year return: 13.6%
  • Ticker: FSRKX
  • SEC CIK: 0000035315
  • SEC series ID: S000017675
  • Share class ID: C000214978

FSRKX Holdings

Top 10 holdings of Fidelity Strategic Real Return Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
Fidelity Central Investment Portfolios LLC24.93%
Fidelity Oxford Street Trust II15.23%
Fidelity Central Investment Portfolios LLC9.71%
Exxon Mobil Corp.1.39%
Corteva, Inc.1.25%
Fidelity Revere Street Trust1.10%
Ust Notes0.97%
Ust Notes0.91%
Ust Notes0.90%
Ust Notes0.90%

View all FSRKX holdings

FSRKX Portfolio Allocation

Asset-class allocation of Fidelity Strategic Real Return Fund by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Equity66.7%
Fixed Income27.4%
Securitized4.5%
Cash & Equivalents1.1%

FSRKX Performance

Total returns for FSRKX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD6.1%
1 year13.6%
3 years (annualised)9.0%
5 years (annualised)7.2%

FSRKX Risk Information

Risk metrics for FSRKX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 4.9%

FSRKX Costs and Fees

FSRKX costs about $51 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.51%
  • Gross expense ratio: 0.64%
  • Portfolio turnover: 29%
  • Brokerage commissions: 1.18 bps of average net assets (SEC N-CEN)

FSRKX Cashflows

Over the 12 months to 2026-03, Fidelity Strategic Real Return Fund had net inflows of $4.71M, from monthly SEC N-PORT filings.

MonthNet flow
2026-03$13.35M
2026-02−$2.06M
2026-01−$1.52M
2025-12$581.83K
2025-11−$2.07M
2025-10$17.12M

FSRKX Debt Constituents

Largest debt holdings of Fidelity Strategic Real Return Fund by percentage of net assets, from the latest SEC N-PORT filing.

Debt holding% of net assets
Ust Notes0.97%
Ust Notes0.91%
Ust Notes0.90%
Ust Notes0.90%
Ust Notes0.86%
Ust Notes0.85%
Ust Notes0.81%
Ust Notes0.80%
Ust Notes0.80%
Ust Notes0.78%

FSRKX Prospectus and SEC Filings

Official Fidelity Strategic Real Return Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other United States Mid Cap Blend / Core Equity funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.