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Fidelity Advisor Real Estate Income Z (FIKMX)

12.16
+0.02
+(0.16%)
At close: 8:08:47 AM EDT
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  • Previous Close 12.14
  • YTD Return 3.29%
  • Expense Ratio 0.57%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 4.99B
  • Beta (5Y Monthly) 0.74
  • Yield 4.66%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.57
  • Inception Date Apr 14, 2010

The fund normally invests primarily in preferred and common stocks of REITs; debt securities of real estate entities; and commercial and other mortgage-backed securities, with an emphasis on lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). It invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund invests in domestic and foreign issuers.

Fidelity Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

4.99B

Net Assets

2010-04-14

Inception Date

Performance Overview: FIKMX

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Trailing returns as of 3/27/2025. Category is Allocation--50% to 70% Equity.

YTD Return

FIKMX
3.29%
Category
9.69%
 

1-Year Return

FIKMX
11.19%
Category
27.06%
 

3-Year Return

FIKMX
3.11%
Category
11.00%
 

5-Year Return

FIKMX
4.55%
Category
10.26%
 

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Holdings: FIKMX

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Sector Weightings

SectorFIKMX
Real Estate   99.72%
Industrials   0.19%
Technology   0.00%
Utilities   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: FIKMX

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Research Reports: FIKMX

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