Fidelity AdvisorĀ® International Real Estate Fund Class C (FIRCX)

10.71
Net Asset Value
-0.37%
1 Day
+8.29%
Year-to-Date
Overall Morningstar Rating
Global real estate
Style or Category
No Load
Sales Expenses
2.16%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective 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.

Performance

1 month+0.94% 3 years+10.34%
3 months+5.83% 5 years+11.46%
1 year+12.07% Since inception-2.23%
Data through --

Peer Comparisonvs. Global real estate

 FIRCXCategory
Performance 5-yr return+11.46%+15.27%
Expense ratio2.16%1.43%
Risk 5 year sharpe ratio0.700.93
Net assets$378.5M$733.3M
Average market cap$4.3B$9.3B
Average P/E12.216.7
Portfolio turnover78%78%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureGuillermo de las Casas / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

International stock92.52%
Cash7.48%
U.S. stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 99.45%
Industrial materials 0.55%
Business service 0.00%
Consumer goods 0.00%
Consumer service 0.00%
Top 10 Holdings
Portfolio weighting
-- Mitsui Fudosan Co Ltd7.95%
-- Westfield Group4.97%
-- Sumitomo Realty & Development Co Ltd4.78%
-- Sun Hung Kai Properties Ltd4.34%
-- Advance Residence Investment Corp3.65%
-- LEG Immobilien AG3.04%
HKHGF Hongkong Land Holdings Ltd2.69%
-- Helical Bar PLC2.52%
-- Derwent London PLC2.50%
-- Parkway Life Real Estate Investment Trust2.37%

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