Fidelity Sai Real Fund Quote
| FESIX Fund | USD 5.34 0.01 0.19% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Fidelity Sai is trading at 5.34 as of the 14th of December 2024; that is 0.19 percent decrease since the beginning of the trading day. The fund's open price was 5.35. Fidelity Sai has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 14th of November 2024 and ending today, the 14th of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities included in the MSCI U.S. IMI Real Estate 2525 Index . It lends securities to earn income for the fund. More on Fidelity Sai Real
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Real Estate Funds, Real Estate, Fidelity Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of September 2022 |
| Fiscal Year End | July |
Fidelity Sai Real [FESIX] is traded in USA and was established 14th of December 2024. Fidelity Sai is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Fidelity Investments family. This fund currently has accumulated 81.46 M in assets under management (AUM) with no minimum investment requirementsFidelity Sai Real is currently producing year-to-date (YTD) return of 11.46% with the current yeild of 0.29%, while the total return for the last 3 years was -0.57%.
Check Fidelity Sai Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Sai Real Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Sai Real Mutual Fund Constituents
| ARE | Alexandria Real Estate | Stock | Real Estate | |
| WY | Weyerhaeuser | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| VTR | Ventas Inc | Stock | Real Estate | |
| SPG | Simon Property Group | Stock | Real Estate | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| PSA | Public Storage | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate |
Fidelity Sai Top Holders
| FSCFX | Strategic Advisers Small Mid | Mutual Fund | Small Blend |
Fidelity Sai Real Risk Profiles
| Mean Deviation | 0.6869 | |||
| Standard Deviation | 0.8398 | |||
| Variance | 0.7052 | |||
| Risk Adjusted Performance | (0.03) |
Fidelity Sai Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Sai financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Sai security.
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