Fidelity Real Estate (FRESX.O)

At A Glance

You hold FRESX.O in 0 portfolios

Net Asset Value

38.53USD

 -0.01 -0.03%

10/22/2014

Category
Sector Equity
YTD Return (Cumulative)
 21.61%
Classification
Real Estate
5 Year Return (Annualized)
 16.04%
Manager Benchmark
Lipper Real Estate Fd IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 over 10 years »

 FRESX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyFidelity Invest
Inception Date11/17/1986
Portfolio Turnover24%
Dividend Yield--
Fund ManagerSteven Buller
Manager Tenure1997
Fidelity Management & Research Company
245 Summer Street
Boston, MA 02210

Fees, Expenses, & Minimums

Load TypeNo load
Total Expense Ratio0.80%
Max 12b-1 Fee Ratio--
Early Redemption Fee0.75%
Initial Investment$2,500
Subsequent Investments$0
Initial IRA Investments$2,500
Subsequent IRA Investments$0

Investment Strategy

The Fund seeks above average income and long-term capital growth consistent with reasonable investment risk by investing primarily in equity securities of companies in the real estate industry.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
217
Consistent Return
 
217
Capital Preservation
 
10912
Low Expense
 
68
Tax Efficiency (U.S. only)
 
217

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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