Fidelity Real Estate Fund Quote
| FRESX Fund | USD 38.59 0.01 0.03% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Fidelity Real is trading at 38.59 as of the 17th of January 2025; that is 0.03% down since the beginning of the trading day. The fund's open price was 38.6. Fidelity Real has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of November 2024 and ending today, the 17th of January 2025. Click here to learn more.
The fund normally invests primarily in common stocks. It normally invests at least 80 percent 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. More on Fidelity Real Estate
Moving together with Fidelity Mutual Fund
| 0.77 | O | Realty Income | PairCorr |
| 0.89 | FR | First Industrial Realty | PairCorr |
| 0.87 | HR | Healthcare Realty Trust | PairCorr |
| 0.92 | KW | Kennedy Wilson Holdings | PairCorr |
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Thematic Idea | Monster Funds (View all Themes) |
| Fund Concentration | Fidelity Investments Funds, Large Funds, Real Estate Funds, Monster Funds, Real Estate, Fidelity Investments, Large, Real Estate (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of September 2022 |
| Fiscal Year End | July |
Fidelity Real Estate [FRESX] is traded in USA and was established 17th of January 2025. Fidelity Real is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Fidelity Investments family. The entity is thematically classified as Monster Funds. This fund currently has accumulated 2.83 B in assets under management (AUM) with no minimum investment requirementsFidelity Real Estate is currently producing year-to-date (YTD) return of 0.08% with the current yeild of 0.02%, while the total return for the last 3 years was -3.45%.
Check Fidelity Real Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Real Estate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Real Estate Mutual Fund Constituents
| HST | Host Hotels Resorts | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| AVB | AvalonBay Communities | Stock | Real Estate | |
| VTR | Ventas Inc | Stock | Real Estate | |
| UDR | UDR Inc | Stock | Real Estate | |
| SUI | Sun Communities | Stock | Real Estate | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate |
Fidelity Real Estate Risk Profiles
| Mean Deviation | 0.8498 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.15 | |||
| Risk Adjusted Performance | (0.08) |
Fidelity Real Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Real financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Real security.
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