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Fidelity Real Estate Investment Port FRESX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 37.02  /  0.71 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 2.31%
  • Turnover 13%

Morningstar’s Analysis FRESX

Will FRESX outperform in future?

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

Ceasing Coverage of Fidelity Real Estate Investment Portfolio

null Tony Thorn

Tony Thorn

Analyst Note

Morningstar will cease full analyst coverage of Fidelity Real Estate Investment Portfolio on or around Feb. 27, 2024, so our analysts can spend more time researching other strategies. In the future, this strategy will receive an algorithmically assigned Morningstar Medalist Rating. Users should form their own views on this strategy or obtain financial advice.

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Portfolio Holdings FRESX

  • Current Portfolio Date
  • Equity Holdings 38
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 54.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

11.27
310,484,360
Real Estate

Equinix Inc

6.92
190,635,813
Real Estate

Crown Castle Inc

6.70
184,626,532
Real Estate

SBA Communications Corp Class A

6.16
169,739,666
Real Estate

Ventas Inc

5.97
164,479,675
Real Estate

Public Storage

3.94
108,610,500
Real Estate

Digital Realty Trust Inc

3.47
95,524,884
Real Estate

Kimco Realty Corp

3.28
90,347,794
Real Estate

CubeSmart

3.23
88,954,920
Real Estate
3.18
87,523,218
Real Estate