FRESX Mutual Fund
FRESX Mutual Fund
Fidelity Real Estate Investment Portfolio
FRESX Mutual Fund Overview
FRESX Mutual Fund (Fidelity Real Estate Investment Portfolio) is managed by Fidelity Investments (US) with $4.38B in net assets. FRESX expense ratio is 0.64%, holding 45 positions across sectors including Real Estate, Industrials, Materials. Inception date: 1986-11-17.
FRESX performance shows a YTD return of 12.93%. The 1-year return is 12.91% and the 5-year return is 3.74%. FRESX dividend yield stands at 4.15%, paid quarterly.
FRESX top holdings include Prologis Inc (9.5%), Equinix, Inc. (9.3%), American Tower Corp (8.4%), Welltower Inc Health Care (8.4%), Digital Realty Trust Inc (4.5%). View all FRESX holdings, sector breakdown, or dividend history.
FRESX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FRESX alternatives are available via the screener, along with tax-loss harvesting opportunities.