Fidelity® Real Estate Income (FRIFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Real estate
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks higher than average income; and capital growth is the secondary objective. The fund normally invests primarily in preferred and common stocks of 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.


1 month+0.79% 3 years+12.12%
3 months+2.96% 5 years+11.74%
1 year+12.72% Since inception+8.17%
Data through --

Peer Comparisonvs. Real estate

Performance 5-yr return+11.74%+15.05%
Expense ratio0.83%1.32%
Risk 5 year sharpe ratio1.991.04
Net assets$4.4B$1.3B
Average market cap$3.3B$11.8B
Average P/E22.536.6
Portfolio turnover29%29%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureMark Snyderman / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


Fixed income40.29%
International stock22.35%
U.S. stock10.27%
Top 5 Sectors
Portfolio weighting
Financial service 89.52%
Healthcare 6.10%
Consumer service 2.58%
Industrial materials 1.80%
Business service 0.00%
Top 10 Holdings
Portfolio weighting
MFA MFA Financial Inc3.19%
ELS Equity Lifestyle Properties Inc2.68%
AKR Acadia Realty Trust2.38%
VTR Ventas Inc1.57%
LXP Lexington Realty Trust1.10%
AIV Apartment Investment & Management Company1.06%
MAA Mid-America Apartment Communities1.03%
CBL CBL & Associates Properties Inc0.99%
WPC W P Carey Inc0.95%
-- Realogy Term B 03/05/200.92%

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