FRVEX Mutual Fund

FRVEX Mutual Fund (Fidelity Real Estate Investment Portfolio Class C) is managed by Fidelity Investments (US). FRVEX expense ratio is 1.68%, holding 46 positions across sectors including Real Estate, Industrials, Materials. Inception date: 2026-01-15.

FRVEX performance shows a YTD return of 14.94%. The 1-year return is 14.95% and the 5-year return is 2.15%. FRVEX dividend yield stands at 0.43%, paid quarterly.

FRVEX 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 FRVEX holdings, FRVEX sectors, or FRVEX dividends.

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