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Fidelity Advisor® Real Estate Income I FRIRX

Analyst rating as of
  • NAV / 1-Day Return 11.70  /  0.26 %
  • Total Assets 4.8 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.05%
  • Turnover 42%

Morningstar’s Analysis FRIRX

Will FRIRX outperform in future?

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

Still a solid fund in its niche, even after the lead manager's retirement.

Senior Analyst

Summary

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Fidelity Real Estate Income still has a lot going for it after its veteran manager turned over the reins to his longtime deputy, and expenses have continued to come down. The Morningstar Analyst Ratings of the I, Z, and no-load shares get an upgrade to Silver from Bronze, while the A and M shares remain Bronze, and the C shares remain Neutral.

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