Morningstar

Fidelity SAI Real Estate Fund FSRJX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $10.08  /  +0.70 %
  • Fund Size $3.0B
  • Adjusted Expense Ratio 0.510%
  • Net Expense Ratio 0.510%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.31%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis FSRJX

Will FSRJX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSRJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSRJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FSRJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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

by Morningstar Automated Analysis
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Portfolio Holdings FSRJX

More FSRJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

10.09 323M
Real Estate

Equinix Inc

9.77 312M
Real Estate

American Tower Corp

9.18 293M
Real Estate

Welltower Inc

7.99 256M
Real Estate

Simon Property Group Inc

4.68 150M
Real Estate

Digital Realty Trust Inc

4.04 129M
Real Estate

CBRE Group Inc Class A

3.60 115M
Real Estate

UDR Inc

3.57 114M
Real Estate

Ventas Inc

3.55 113M
Real Estate

Kimco Realty Corp

3.39 108M
Real Estate

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