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Nasdaq - Delayed Quote USD

Fidelity Series Real Estate Income (FSREX)

10.00
+0.02
+(0.20%)
At close: 8:03:50 PM EDT
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  • Previous Close 9.98
  • YTD Return 2.44%
  • Expense Ratio 0.00%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain -13.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 270.51M
  • Beta (5Y Monthly) 0.58
  • Yield 5.90%
  • 5y Average Return --
  • Holdings Turnover 37.00%
  • Last Dividend 0.59
  • Inception Date Oct 20, 2011

The fund normally invests primarily in preferred and common stocks of real estate investment trusts (REITs); debt securities of real estate entities; and commercial and other mortgage-backed securities, with an emphasis on lower-quality debt securities. 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

270.51M

Net Assets

2011-10-20

Inception Date

More about Fidelity Series Real Estate Income

Performance Overview: FSREX

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Trailing returns as of 3/31/2025. Category is Allocation--50% to 70% Equity.

YTD Return

FSREX
2.44%
Category
9.69%
 

1-Year Return

FSREX
10.46%
Category
27.06%
 

3-Year Return

FSREX
3.70%
Category
11.00%
 

5-Year Return

FSREX
4.73%
Category
10.26%
 

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Holdings: FSREX

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Sector Weightings

SectorFSREX
Real Estate   0.00%
Consumer Cyclical   0.00%
Basic Materials   0.00%
Consumer Defensive   0.00%
Technology   0.00%
Communication Services   0.00%
Financial Services   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%
View More

Recent News: FSREX

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Research Reports: FSREX

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