Fidelity Real Estate Fund Quote
| FRIQX Fund | USD 11.87 0.01 0.08% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Fidelity Real is trading at 11.87 as of the 17th of January 2025; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 11.86. 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 preferred and common stocks of 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 percent of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. More on Fidelity Real Estate
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Fidelity Investments, Large, Real Estate (View all Sectors) |
| Update Date | 31st of December 2024 |
Fidelity Real Estate [FRIQX] 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 Allocation--50% to 70% Equity category and is part of Fidelity Investments family. This fund currently has accumulated 5.3 B in assets under management (AUM) with no minimum investment requirementsFidelity Real Estate is currently producing year-to-date (YTD) return of 7.22% with the current yeild of 0.04%, while the total return for the last 3 years was 0.1%.
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
| EXR | Extra Space Storage | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| AGNC | AGNC Investment Corp | Stock | Financials | |
| VTR | Ventas Inc | Stock | Real Estate | |
| STAR | Istar Inc | Stock | Real Estate | |
| SBRA | Sabra Healthcare REIT | Stock | Real Estate | |
| PSA | Public Storage | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate |
Fidelity Real Estate Risk Profiles
| Mean Deviation | 0.257 | |||
| Standard Deviation | 0.3319 | |||
| Variance | 0.1102 | |||
| Risk Adjusted Performance | (0.06) |
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.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |