3 / 5 Stars
5 5 2 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#3 in Real Estate
U.S. News evaluated 73 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 17.71 percent over the past year, 17.11 percent over the past three years, 7.11 percent over the past five years, and 12.35 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||14.5%|
|3 Years (Annualized)||17.1%|
|5 Years (Annualized)||7.1%|
|10 Years (Annualized)||12.4%|
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 are Above Average compared to funds in the same category.
Fidelity Real Estate Investment Portfolio has an expense ratio of 0.84 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.