Fidelity® Series Real Estate Income Fund

U.S. News evaluated 58 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Fidelity Investments funds

See full Global Real Estate rankings

See more fund rankings

Performance

The fund has returned 4.52 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 4.5%
1 Year 4.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more FSREX performance

Summary

The investment seeks higher than average income; capital growth is a secondary objective. 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.

Fees

Fees are Above Average compared to funds in the same category.
Fidelity® Series Real Estate Income Fund has an expense ratio of 0.79 percent.

See more FSREX fees

Risk

Risk is N/A compared to funds in the same category according to Morningstar.

See more FSREX risk