FWRTX Mutual Fund

FWRTX Mutual Fund

NAV$10.63
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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%
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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

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. Go to all FWRTX holdings, FWRTX sectors, or FWRTX dividends.

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