FWRTX Mutual Fund

NAV$10.63

Fund Essentials

Net Assets
$1M
Expense Ratio
1.45%
Dividend Yield (Current)
2.10%
Holdings
77
Inception Date
Aug 11, 2016
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+4.28%
1 Year+11.74%
3 Year-1.65%
5 Year+5.42%

Asset Allocation

Stocks: 98.66%
Other: 1.34%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
2.10%
Frequency
Annually
Latest Distribution
$0.13
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how FWRTX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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FWRTX Mutual Fund Overview

FWRTX Mutual Fund (Fidelity Advisor Global Real Estate Fund Class M) is managed by Fidelity Investments (US) with $1.1M in net assets. FWRTX expense ratio is 1.45%, holding 77 positions across various sectors. Inception date: 2016-08-11.

FWRTX performance shows a YTD return of 4.28%. The 1-year return is 11.74% and the 5-year return is 5.42%. FWRTX dividend yield stands at 2.10%, paid annually.

FWRTX top holdings include a diversified portfolio. View all FWRTX holdings, sector breakdown, or dividend history.

FWRTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FWRTX alternatives are available via the screener, along with tax-loss harvesting opportunities.