Fidelity® Real Estate Investment Portfolio

Class No Load (FRESX)
Scorecard
3 / 5 Stars
Lipper
5 5 1 5 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D- (Sell)

#13 in Real Estate

U.S. News evaluated 72 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 5.51 percent over the past year, 9.33 percent over the past three years, 30.81 percent over the past five years, and 8.60 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 8.7%
1 Year 5.5%
3 Years (Annualized) 9.3%
5 Years (Annualized) 30.8%
10 Years (Annualized) 8.6%

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Summary

The investment seeks above-average income and long-term capital growth, consistent with reasonable investment risk. The fund normally invests primarily in common stocks. It normally 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. It 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. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Fidelity® Real Estate Investment Portfolio has an expense ratio of 0.80 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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