Fidelity Real is trading at 16.48 as of the 21st of March 2025; that is 0.06 percent down since the beginning of the trading day. The fund's open price was 16.49. Fidelity Real has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. 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 Real Estate
Fidelity Real Estate [FSRNX] is traded in USA and was established 21st of March 2025. Fidelity Real 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. The entity is thematically classified as Monster Funds. This fund currently has accumulated 2.43 B in assets under management (AUM) with no minimum investment requirementsFidelity Real Estate is currently producing year-to-date (YTD) return of 1.06% with the current yeild of 0.03%, while the total return for the last 3 years was -0.38%.
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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 Real Estate 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.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Real 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 Real security.