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Fidelity Real Estate Investment Portfolio (FRESX)

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41.86 +0.31    +0.75%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.22B
Fidelity Real Estate Investment Port 41.86 +0.31 +0.75%

FRESX Overview

 
Find basic information about the Fidelity Real Estate Investment Portfolio mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FRESX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change18.01%
Prev. Close41.55
Risk Rating
TTM Yield2%
ROE13.35%
IssuerN/A
Turnover34%
ROA3.33%
Inception Date31733
Total Assets3.22B
Expenses0.69%
Min. Investment2,500
Market Cap31.36B
CategoryReal Estate
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Fidelity Real Estate Investment Portfolio Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1103 1054 1324 1007 1189 1790
Fund Return 10.32% 5.4% 32.39% 0.24% 3.52% 5.99%
Place in category 116 119 150 73 134 69
% in Category 49 41 63 34 63 46

Top Equity Funds by Fidelity Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity 500 Index Institutional Pr 592.67B 20.96 9.07 12.99
  Fidelity Contrafund K 128.94B 30.89 9.88 15.12
  Fidelity Contrafund 128.94B 30.86 9.80 15.03
  Fidelity Total Market Index Instl b 100.61B 19.75 7.53 12.38
  Fidelity Blue Chip Growth 62.16B 28.77 6.99 17.42

Top Funds for Real Estate Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard REIT Index Adm 22.46B 9.73 -0.95 5.94
  Vanguard REIT Index I 10.92B 9.73 -0.93 5.96
  Vanguard Real Estate II Index Fund 10.04B 9.79 -0.91 -
  Cohen & Steers Instl Realty Shares 8.07B 12.96 1.22 7.79
  DFA Real Estate Securities I 7.45B 10.55 -0.06 6.62

Top Holdings

Name ISIN Weight % Last Change %
  Prologis US74340W1036 10.04 116.57 +3.39%
  American Tower US03027X1000 9.68 195.16 +0.74%
  Equinix US29444U7000 7.27 901.15 +0.27%
  Public Storage US74460D1090 5.91 334.94 +1.42%
  Ventas US92276F1003 5.71 64.45 -0.05%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Sell Strong Buy BUY
Summary Neutral Strong Buy Buy
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