FSREX Mutual Fund

FSREX Mutual Fund (Fidelity Series Real Estate Income Fund) is managed by Fidelity Investments (US) with $289.4M in net assets. holding 351 positions across sectors including Real Estate, Financials, Consumer Discretionary. Inception date: 2011-10-20.

FSREX performance shows a YTD return of 1.01%. The 1-year return is 2.08% and the 5-year return is 3.07%. FSREX dividend yield stands at 5.26%, paid quarterly.

FSREX top holdings include Fidelity Cash Central Fund (4.7%), Bx Trust 2019 Oc11 Bx 2019 Oc11 E 144A (1.7%), Mhp 2022-Mhil Mezz Sofr+500 01/09/2027 (1.2%), Lexington Rlty 6.5 Cv Pfd Perppar=50 (1.1%), Mpt Oper Partnership Lp/corp 5% 10/15/2027 (1.1%). Go to all FSREX holdings, FSREX sectors, or FSREX dividends.

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