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Fidelity Real Estate Investment Port (FRESX)

38.41 Down 0.31(0.80%) Aug 22
Prev Close:38.72
YTD Return*:18.12%
Net Assets*:4.05B
Yield*:1.70%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for FRESX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG11.7118.87
PSA6.8416.60
VTR6.0113.67
HST4.7212.76
EQR4.5825.56

Fund Basics

Morningstar Overall Rating:
Total Assets:4.05B
Category:Real Estate
Annual Report Expense Ratio (net):0.80%

Performance & Risk

YTD Return:18.12%
5y Avg Return:22.72%
Rank in Category (ytd):12
% Rank in Category (ytd):4.3%
Beta (3y):0.87
Morningstar Risk Rating:4

Fund Summary

The investment seeks above-average income and long-term capital growth, consistent with reasonable investment risk. The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified. View More
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