FRESX (Fidelity Real Estate)
Net Asset Value: 29.93
1-Day Return:
-0.24 (-0.80%)
YTD Return as of 2/9/12:
8.36%
Classification: Real Estate Objective: Real Estate Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 2/09/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 8.36 | 11.98 | 33.75 | -2.51 | 11.08 |
| Classification | 7.60 | 11.12 | 30.20 | -2.32 | 10.48 |
| Index (S&P 500) | 7.70 | 4.50 | 18.30 | 0.90 | 4.20 |
| % Rank in Class (1-best,100=worst) | 17 | 29 | 7 | 53 | 39 |
Fund Stats
More| Investment Objective: | Real Estate |
|---|---|
| Net Assets ($Mil) | 3,527.20 |
| Inception Date: | 11/17/86 |
| Manager Name, Tenure | Steve Buller, 1997 |
| Expense Ratio: | 0.90% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 11/30/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Simon Property Group Inc | SPG | 11.11 |
| Public Storage | PSA | 9.82 |
| Equity Residential | EQR | 8.44 |
| Prologis Inc | PLD | 7.23 |
| Boston Properties Inc | BXP | 5.61 |
| Ventas Inc | VTR | 4.97 |
| Macerich Co | MAC | 4.95 |
| Host Hotels And Resorts Inc | HST | 4.22 |
| Kimco Realty Corp | KIM | 4.17 |
| Hcp Inc | HCP | 3.61 |
| % of Total Holdings | 64.13 | |
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