| 12.08 Net Asset Value | -0.17% 1 Day | +6.90% Year-to-Date | Overall Morningstar Rating |
| Real estate Style or Category | No Load Sales Expenses | 1.87% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +0.33% | 3 years | +13.18% | |
| 3 months | +3.63% | 5 years | -- | |
| 1 year | +18.09% | Since inception | +12.25% |
| FRIOX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +5.96% |
| Expense ratio | 1.87% | 1.37% |
| Risk 5 year sharpe ratio | 0.77 | 0.35 |
| Net assets | $4.4B | $1.1B |
| Average market cap | $2.6B | $10.1B |
| Average P/E | 18.6 | 36.6 |
| Portfolio turnover | 27% | 27% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Fidelity Investments |
| Fund manager & tenure | Mark Snyderman / 10 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 89.52% |
| Healthcare | 6.10% |
| Consumer service | 2.58% |
| Industrial materials | 1.80% |
| Business service | 0.00% |
| -- Banc Amer Large Ln 2010-Hltn CMO | 2.89% |
| MFA MFA Financial, Inc. | 1.95% |
| ELS Equity Lifestyle Properties, Inc. | 1.81% |
| VTR Ventas Inc | 1.65% |
| AKR Acadia Realty Trust | 1.43% |
| -- Hilton Hotl Tm Mezz Cl F 11/15 | 0.99% |
| -- Annaly Cap Mgmt Cv 5% | 0.98% |
| -- Sabra Hlth Care Lp/Sabra Cap C 8.125% | 0.98% |
| -- Istar Finl 5.875% | 0.96% |
| -- Standard Pac Corp New 8.375% | 0.95% |
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