Fidelity Real Estate Fund Quote
| FRIOX Fund | USD 11.76 0.03 0.26% |
PerformanceWeak
| Odds Of DistressLow
|
Fidelity Real is trading at 11.76 as of the 10th of May 2025; that is 0.26 percent increase since the beginning of the trading day. The fund's open price was 11.73. Fidelity Real has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 9th of February 2025 and ending today, the 10th of May 2025. Click here to learn more.
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 . It invests at least 80 percent of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. More on Fidelity Real Estate
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Fidelity Investments, Large, Real Estate (View all Sectors) |
| Update Date | 31st of March 2025 |
Fidelity Real Estate [FRIOX] is traded in USA and was established 10th of May 2025. Fidelity Real is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Fidelity Investments family. This fund currently has accumulated 5.3 B in assets under management (AUM) with no minimum investment requirementsFidelity Real Estate is currently producing year-to-date (YTD) return of 2.08% with the current yeild of 0.04%, while the total return for the last 3 years was 2.6%.
Check Fidelity Real Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Real Estate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Real Estate Mutual Fund Constituents
| EXR | Extra Space Storage | Stock | Real Estate | |
| EQR | Equity Residential | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| AGNC | AGNC Investment Corp | Stock | Financials | |
| VTR | Ventas Inc | Stock | Real Estate | |
| SBRA | Sabra Healthcare REIT | Stock | Real Estate | |
| PSA | Public Storage | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate |
Fidelity Real Estate Risk Profiles
| Mean Deviation | 0.3029 | |||
| Semi Deviation | 0.5058 | |||
| Standard Deviation | 0.4406 | |||
| Variance | 0.1941 |
Fidelity Real Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Real financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Real security.
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