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Morningstar

Fidelity Advisor® Real Estate C FHECX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 13.12  /  1.94 %
  • Total Assets 222.3 Mil
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.870%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.43%
  • Turnover 31%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:13 PM GMT+0

Morningstar’s Analysis FHECX

Will FHECX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FHECX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FHECX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FHECX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Advisor ® Real Estate C earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FHECX

More FHECX Holdings
  • Current Portfolio Date
  • Equity Holdings 31
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 60.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

11.36
27,723,427
Real Estate

Equinix Inc

7.84
19,143,810
Real Estate

Crown Castle Inc

7.22
17,617,650
Real Estate

CubeSmart

5.61
13,685,051
Real Estate

American Tower Corp

5.54
13,526,472
Real Estate

Ventas Inc

5.19
12,676,154
Real Estate

CBRE Group Inc Class A

5.00
12,213,180
Real Estate

Mid-America Apartment Communities Inc

4.48
10,935,819
Real Estate

Digital Realty Trust Inc

4.10
9,997,548
Real Estate

Essex Property Trust Inc

3.99
9,737,516
Real Estate