Nasdaq - Delayed Quote USD
Fidelity Series Real Estate Income (FSREX)
9.90
+0.02
+(0.20%)
At close: 8:04:12 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 17.21% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 2.85% |
| 5y Average Return | 7.14% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.58 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FSREX | Category Average | FSREX | Category Average | FSREX | Category Average | |
| Alpha | -1.59 | -- | 2.44 | -- | 0.42 | -- |
| BETA | 0.58 | -- | 0.6 | -- | 0.75 | -- |
| Mean Annual Return | 0.4 | -- | 0.69 | -- | 0.5 | -- |
| R-squared | 75.79 | -- | 76.2 | -- | 56.17 | -- |
| Standard Deviation | 8.07 | -- | 7.66 | -- | 10.13 | -- |
| Sharpe Ratio | 0.01 | -- | 0.7 | -- | 0.39 | -- |
| Treynor Ratio | -0.38 | -- | 8.89 | -- | 4.61 | -- |
Related Tickers
GRHIX Goehring & Rozencwajg Resources Instl
15.01
+2.32%
WWWFX Kinetics Internet No Load
110.96
+2.23%
KINAX Kinetics Internet Adv A
99.88
+2.22%
KINCX Kinetics Internet Adv C
81.06
+2.22%
RYELX Rydex Electronics A
383.65
+1.91%
RYSIX Rydex Electronics Inv
423.78
+1.91%
RYSAX Rydex Electronics H
371.50
+1.91%
FSCOX Fidelity International Small Cap Opp
22.94
+1.77%
FOPAX Fidelity Advisor Intl Sm Cap Opps A
22.43
+1.77%
FOPTX Fidelity Advisor Intl Sm Cap Opps M
22.02
+1.76%
FIQJX Fidelity Advisor Intl Sm Cap Opps Z
22.83
+1.74%
FOPIX Fidelity Advisor Intl Sm Cap Opps I
22.89
+1.73%
FOPCX Fidelity Advisor Intl Sm Cap Opps C
20.83
+1.71%
MSMLX Matthews EM Sm Coms Inv
25.17
+1.45%
BPTUX Baron Partners R6
199.52
+1.43%
BPTRX Baron Partners Retail
190.90
+1.43%
BPTIX Baron Partners Institutional
199.56
+1.43%
MISMX Matthews EM Sm Coms Instl
25.15
+1.41%
FSELX Fidelity Select Semiconductors
32.46
+1.31%
TARKX Tarkio
28.73
+1.30%
FELAX Fidelity Advisor Semiconductors A
83.83
+1.28%
FIKGX Fidelity Advisor Semiconductors Z
91.74
+1.28%
FELTX Fidelity Advisor Semiconductors M
77.66
+1.28%
FELIX Fidelity Advisor Semiconductors I
91.40
+1.27%
FELCX Fidelity Advisor Semiconductors C
65.34
+1.27%
FIQPX Fidelity Advisor Emerging Asia Z
55.48
+1.26%
FSEAX Fidelity Emerging Asia
54.72
+1.26%
FERCX Fidelity Advisor Emerging Asia C
44.41
+1.25%
FEATX Fidelity Advisor Emerging Asia M
50.08
+1.25%
FEAAX Fidelity Advisor Emerging Asia A
52.66
+1.25%
SSCDX Sit Small Cap Dividend Growth I
17.06
0.00%
FERIX Fidelity Advisor Emerging Asia I
55.39
+1.24%
PVIVX Paradigm Micro-Cap
48.37
+1.19%
FKRCX Franklin Gold and Precious Metals A
29.49
+1.13%
FGADX Franklin Gold and Precious Metals Adv
32.40
+1.12%
FRGOX Franklin Gold and Precious Metals C
25.35
+1.12%
USERX U.S. Global Investors Gold & Precious Metals Fund
18.13
+1.12%
TQSMX T. Rowe Price Integrated US SMCC Eq
22.69
0.00%
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
67.22
+1.11%
TQSIX T. Rowe Price Integrated US SMCC Eq I
22.79
0.00%
FGPMX Franklin Gold and Precious Metals R6
32.94
+1.10%
BIVSX Invenomic Super Institutional
17.43
+1.10%
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
53.24
+1.10%
FPBFX Fidelity Pacific Basin
35.09
+1.09%
FHKCX Fidelity China Region
43.08
+1.08%
FHKAX Fidelity Advisor China Region A
42.44
+1.07%
FGDKX Fidelity Growth Discovery K
63.57
0.00%
FIQFX Fidelity Advisor China Region Z
42.72
+1.06%
ROFIX Royce Small-Cap Opportunity Instl
15.19
+1.06%
AUUAX AB Select US Equity A
22.79
0.00%
FHKIX Fidelity Advisor China Region I
42.74
+1.06%
AUUYX AB Select US Equity Advisor
22.86
0.00%
AEMVX Acadian Emerging Markets Y
24.77
+1.06%
AEMZX Acadian Emerging Markets I
24.83
+1.06%
FHKTX Fidelity Advisor China Region M
42.05
+1.06%
AEMGX Acadian Emerging Markets Investor
24.86
+1.06%
FDSVX Fidelity Growth Discovery
63.39
0.00%
FCHKX Fidelity Advisor China Region C
40.36
+1.05%
TRLWX Nuveen Large Cap Value W
23.09
0.00%
FAEGX Fidelity Advisor Equity Growth M
19.30
0.00%
CMSCX Columbia Small Cap Growth Inst
28.00
+1.05%
CMSHX Columbia Small Cap Growth S
28.00
+1.05%
CSGYX Columbia Small Cap Growth Inst3
29.09
+1.04%
CCRIX Columbia Small Cap Growth Fund
24.26
+1.04%
CGOAX Columbia Small Cap Growth A
25.29
+1.04%
FZAFX Fidelity Advisor Equity Growth Z
24.38
0.00%
AUUIX AB Select US Equity I
22.47
0.00%
CGOCX Columbia Small Cap Growth C
17.67
+1.03%
CSCRX Columbia Small Cap Growth Inst2
28.58
+1.03%
WSMRX William Blair Small-Mid Cap Growth R6
25.65
0.00%
EQPGX Fidelity Advisor Equity Growth Fund
23.94
0.00%
TRCPX Nuveen Large Cap Value Premier
23.03
0.00%
TRLHX Nuveen Large Cap Value I
23.05
0.00%
TRLIX Nuveen Large Cap Value R6
23.07
0.00%
EICVX EIC Value A
18.23
0.00%
YFSNX AMG Yacktman Global N
16.22
+1.00%
YFSIX AMG Yacktman Global I
16.27
+0.99%
RYAVX Rydex S&P MidCap 400 Pure Value H
71.34
+0.99%
RYMVX Rydex S&P MidCap 400 Pure Value A
71.46
+0.99%
RYMMX Rydex S&P MidCap 400 Pure Value C
56.75
+0.98%
QILGX Federated Hermes MDT Large Cap Growth IS
38.38
0.00%
WWSAX TETON Westwood SmallCap Equity A
19.71
+0.97%
WWSIX TETON Westwood SmallCap Equity I
22.07
+0.96%
DGIFX Disciplined Growth Investors
24.18
+0.96%
WESCX TETON Westwood SmallCap Equity AAA
21.07
+0.96%
QALGX Federated Hermes MDT Large Cap Growth A
34.84
0.00%
SNWIX Easterly Snow Small Cap Value I
60.18
+0.96%
SNWRX Easterly Snow Capital Small Cap Value Fund
60.18
+0.96%
DHSIX Diamond Hill Small Cap Fund
23.24
+0.96%
WWSCX TETON Westwood SmallCap Equity C
15.89
+0.95%
DHSYX Diamond Hill Small Cap Fund
23.33
+0.95%
WBVRX William Blair Small Cap Value R6
27.68
+0.95%
WBVNX William Blair Small Cap Value N
27.70
+0.95%
QCLGX Federated Hermes MDT Large Cap Growth C
25.69
0.00%
SNWAX Easterly Snow Small Cap Value A
58.22
+0.94%
PCAFX Prospector Capital Appreciation
22.74
0.00%
RYBIX Rydex Basic Materials Inv
80.46
+0.93%
JUESX JPMorgan US Equity I
25.13
0.00%
JMUEX JPMorgan US Equity L
25.21
0.00%
PJEQX PGIM US Real Estate R6
15.56
0.00%