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Fidelity Series Real Estate Income (FSREX)

11.18 0.00(0.00%) Oct 22
Prev Close:11.18
YTD Return*:7.40%
Net Assets*:828.11M
Yield*:5.11%

* As of 30-Sep-14

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

Top Holdings

Symbol% AssetsYTD Return %
MFA1.6320.82
ELS1.6220.71
AKR1.5114.58
VTR1.1712.88
Excel Tr Pfd1.14N/A

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:828.11M
Category:Real Estate
Annual Report Expense Ratio (net):0.77%

Performance & Risk

YTD Return:7.40%
5y Avg Return:N/A
Rank in Category (ytd):96
% Rank in Category (ytd):34.66%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks higher than average income; capital growth is a secondary objective. The fund normally invests primarily in preferred and common stocks of real estate investment trusts (REITs); debt securities of real estate entities; and commercial and other mortgage-backed securities, with an emphasis on lower-quality debt securities. It 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. View More
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