Fidelity Real Estate Investment (FRESX)
36.43
0.06(0.16%) May 24
| Prev Close: | 36.49 |
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| YTD Return*: | 4.60% |
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| Net Assets*: | 3.96B |
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| Yield*: | 1.29% |
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* As of 28-Feb-13
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Headlines
- Top 5 Zacks #1 Ranked Fidelity Mutual FundsZacks(Tue, Nov 20)
- Top 5 Zacks #1 Ranked Real Estate Mutual FundsZacks(Mon, Oct 8)
- Top 5 Zacks #1 Ranked Fidelity Mutual FundsZacks(Tue, Aug 28)
- Top 5 Zacks #1 Ranked Real Estate Mutual FundsZacks(Mon, Jul 23)
- Top 5 Best Performing Real Estate Mutual Funds Year to DateZacks(Wed, Jul 11)
- Top 5 Zacks #1 Ranked Real Estate Mutual FundsZacks(Mon, Jun 11)
- Top 5 Zacks #1 Ranked Fidelity Mutual FundsZacks(Tue, May 29)
- Top 5 Best Performing Real Estate Mutual Funds Year to DateZacks(Wed, May 16)
- Top 5 Best Performing Real Estate Mutual Funds Year to DateZacks(Thu, Mar 1)
- Top 5 Best Performing Real Estate Mutual Funds Year to DateZacks(Thu, Mar 1)
- Top 5 Zacks #1 Ranked Fidelity Mutual FundsZacks(Tue, Feb 21)
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| SPG | 11.91 | 1.93 |
| PSA | 8.65 | 4.82 |
| VTR | 7.27 | 10.11 |
| PLD | 7.03 | 7.67 |
| HCP | 5.76 | 9.44 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 3.96B |
| Category: | Real Estate |
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| Annual Report Expense Ratio (net): | 0.84% |
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Performance & Risk
| YTD Return: | 4.60% |
| 5y Avg Return: | 7.91% |
| Rank in Category (ytd): | 20 |
| % Rank in Category (ytd): | 7.27% |
| Beta (3y): | 0.89 |
| 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.
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