2 / 5 Stars
4 4 1 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
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.
The fund has returned 5.83 percent over the past year, 6.15 percent over the past three years, and 15.88 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.7%|
|3 Years (Annualized)||6.2%|
|5 Years (Annualized)||15.9%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund normally invests primarily in non-U.S. securities. It invests primarily in common stocks. The fund invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. It allocates investments across different countries and regions. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. It is non-diversified.
Fees are High compared to funds in the same category.
Fidelity International Real Estate Fund has an expense ratio of 2.14 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.