Fidelity Real Estate Investment Portfolio FRESX

Morningstar Medalist Rating
  • NAV / 1-Day Return$42.33  /  0.00
  • Fund Size$2.9B
  • Adjusted Expense Ratio0.620%
  • Net Expense Ratio0.620%
  • Fee Level: DistributionLow
  • Share Class TypeNo Load
  • Morningstar CategoryReal Estate
  • Equity Style Box (Funds)Mid Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield2.14%
  • Turnover Ratio30%

Morningstar’s Analysis FRESX

Will FRESX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Real Estate Investment Port holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings FRESX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings60.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Equinix Inc

10.29302M
Real Estate

Prologis Inc

10.19299M
Real Estate

American Tower Corp

9.30273M
Real Estate

Welltower Inc

8.48249M
Real Estate

Simon Property Group Inc

4.39129M
Real Estate

Ventas Inc

3.68108M
Real Estate

UDR Inc

3.58105M
Real Estate

Digital Realty Trust Inc

3.54104M
Real Estate

Public Storage

3.40100M
Real Estate

CBRE Group Inc Class A

3.2796M
Real Estate

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