Fidelity Real Estate Income stands out within the real estate Morningstar Category for its unique structure and the resources Fidelity brings to the table. It earns a Morningstar Analyst Rating of Silver, as do the I and Z shares of the Fidelity Advisor version of the fund. The more expensive share classes are rated Bronze or Neutral.
Will FRIFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FRIFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FRIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FRIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.