FRVBX Mutual Fund

FRVBX Mutual Fund (Fidelity Real Estate Investment Portfolio Class A) is managed by Fidelity Investments (US). FRVBX expense ratio is 0.92%, holding 46 positions across sectors including Real Estate, Industrials, Materials. Inception date: 2026-01-15.

FRVBX performance shows a YTD return of 15.42%. The 1-year return is 15.79% and the 5-year return is 2.90%. FRVBX dividend yield stands at 0.90%, paid quarterly.

FRVBX top holdings include Prologis Inc (10.1%), Equinix, Inc. (9.8%), American Tower Corporation (9.2%), Welltower Inc. (8.0%), Simon Property Group Inc (4.7%). Go to all FRVBX holdings, FRVBX sectors, or FRVBX dividends.

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