FRIOX Mutual Fund

FRIOX Mutual Fund (Fidelity Advisor Real Estate Income Fund Class C) is managed by Fidelity Investments (US) with $21.8M in net assets. FRIOX expense ratio is 1.70%, holding 564 positions across sectors including Real Estate, Financials, Consumer Discretionary. Inception date: 2010-04-14.

FRIOX performance shows a YTD return of 3.76%. The 1-year return is 6.53% and the 5-year return is 2.14%. FRIOX dividend yield stands at 3.70%, paid quarterly.

FRIOX top holdings include Fidelity Cash Central Fund (6.6%), Equinix Inc. Real Estate Investment Trust (2.0%), American Tower Corporation (1.9%), Prologis Inc (1.7%), Welltower, Inc. (1.5%). Go to all FRIOX holdings, FRIOX sectors, or FRIOX dividends.

FRIOX can be compared against other funds. Use FRIOX overlap to find shared positions, or FRIOX vs another fund for a side-by-side view. FRIOX alternatives are available via the screener, along with tax-loss harvesting opportunities.