Fidelity Series Real Estate Income Fund

U.S. News evaluated 55 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 17.37 percent over the past year.

Trailing Returns Updated 04.30.2013
Year to date 6.7%
1 Year 17.4%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 0.80 percent.

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Risk

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

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