FRVDX Mutual Fund

FRVDX Mutual Fund (Fidelity Real Estate Investment Portfolio Class M) is managed by Fidelity Investments (US). FRVDX expense ratio is 1.17%, holding 46 positions across sectors including Real Estate, Industrials, Materials. Inception date: 2026-01-15.

FRVDX performance shows a YTD return of 15.24%. The 1-year return is 15.49% and the 5-year return is 2.65%. FRVDX dividend yield stands at 0.74%, paid quarterly.

FRVDX 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 FRVDX holdings, FRVDX sectors, or FRVDX dividends.

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