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Fidelity Intl Real Estate FIREX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 9.66  /  +0.73 %
  • Total Assets 482.2 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.99%
  • Turnover 52%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:12 PM GMT+0

Morningstar’s Analysis FIREX

Will FIREX outperform in future?

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

A unique but solid real estate fund.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Fidelity International Real Estate’s veteran manager makes this niche strategy an attractive option.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FIREX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Daiwa Securities Living Investment Corp

4.76 24.9 Mil
Real Estate

Wing Tai Holdings Ltd

4.48 23.4 Mil
Real Estate

Arena REIT

3.71 19.4 Mil
Real Estate

Advance Residence Investment Corp

3.10 16.2 Mil
Real Estate

Mitsui Fudosan Logistics Park Inc

2.99 15.6 Mil
Real Estate

Healthcare & Medical Investment Corp

2.95 15.5 Mil
Real Estate

LondonMetric Property PLC

2.90 15.2 Mil
Real Estate

CK Asset Holdings Ltd

2.89 15.1 Mil
Real Estate

LEG Immobilien SE

2.80 14.6 Mil
Real Estate

UNITE Group PLC

2.78 14.6 Mil
Real Estate