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Fidelity Spartan Real Estate Idx Advtg (FSRVX)

12.99 Down 0.06(0.46%) Apr 17
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Profile as of Mar 30, 2014Get Profile for:
Fidelity Spartan Real Estate Idx Advtg
Fidelity Fixed Income Trust82 Devonshire StreetBoston, MA 02109
Map
Phone: 800-544-8544
Fund Overview 
Category:Real Estate
Fund Family:Fidelity Investments
Net Assets:208.96M
Year-to-Date Return:10.23%
Yield:2.21%
Morningstar Rating:N/A
Fund Inception Date:Sep 8, 2011
Morningstar Style Box 
Real Estate
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Management Information 
James Francis
Lead Manager since Oct 21, 2011
James Francis has been a senior portfolio manager with Geode since September 2011. He has served as senior portfolio manager of the fund since October 2011. He also manages other registered investment companies. In addition to his portfolio management responsibilities, Mr. Francis is responsible for quantitative research and new product development. Prior to joining Geode, Mr. Francis was a Director and Portfolio Manager at Deutsche Asset Management from 2008 to 2011 and a Senior Portfolio Manager at Northern Trust Global Investments from 2005 to 2007. He was employed by State Street Global Advisors from 1987 to 2005. Mr. Francis holds BS in Applied Mathematics from University of Massachusetts, Amherst
Investment Information 
Min Initial Investment:10,000
Min Initial Investment, IRA:10,000
Min Initial Investment, AIP:10,000
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
FSRVX can be purchased from 20 brokerages.

Fund Summary 
The investment seeks to provide investment results that correspond to the total return of equity REITs and other real estate-related investments. The fund normally invests at least 80% of assets in securities included in the Dow Jones U.S. Select Real Estate Securities IndexSM. It lends securities to earn income for the fund. The fund is non-diversified.

Fund Operations 
Last Dividend (Mar 6, 2014) : 0.02
Last Cap Gain : 0.00
Annual Holdings Turnover (Apr 16, 2014) : 44.00%
Average for Category:61.09%
Fees & Expenses 
ExpenseFSRVXCategory Avg
Annual Report Expense Ratio (net):0.09%1.32%
Prospectus Net Expense Ratio:0.10%N/A
Prospectus Gross Expense Ratio:0.20%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.35%
Max Deferred Sales Load: N/A2.41%
3 Yr Expense Projection*:46586
5 Yr Expense Projection*:95886
10 Yr Expense Projection*:2371,778
* Per $10,000 invested