FRIFX (Fidelity Real Est Inc)
Net Asset Value: 12.37
1-Day Return:
0.03 (0.24%)
YTD Return as of 5/17/13: 8.94%
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 $10,000
Total Returns (As of 5/17/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 8.94 | 21.13 | 14.08 | 10.81 | 8.26 |
| Classification | 16.04 | 27.05 | 18.01 | 6.13 | 11.39 |
| Index (S&P 500) | 17.90 | 30.70 | 16.10 | 5.50 | 8.00 |
| % Rank in Class (1-best,100=worst) | 98 | 93 | 97 | 6 | 92 |
Fund Stats
More| Investment Objective: | Real Estate |
|---|---|
| Net Assets ($Mil) | 3,274.00 |
| Inception Date: | 2/4/03 |
| Manager Name, Tenure | Mark Snyderman, 2003 |
| Expense Ratio: | 0.89% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 7/31/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Taxable Cent Cash Fd | NA | 6.29 |
| Ventas Inc | VTR | 1.94 |
| Equity Lifestyle Properties Inc | ELS | 1.82 |
| Mfa Financial Inc | MFA | 1.72 |
| Acadia Realty Trust | AKR | 1.54 |
| Equity Lifestyle Properties Inc Pfd | NA | 1.03 |
| Lexington Realty Trust | LXP | 0.88 |
| Newcastle Investment Corp | NCT | 0.82 |
| Prologis Inc | NA | 0.80 |
| Cbl & Associates Properties Inc | CBL | 0.79 |
| % of Total Holdings | 17.63 | |
