Overview of Fidelity Series Real Estate Equity F Fund (FREFX)
Fidelity Series Real Estate Equity F (FREFX) a Zacks Rank #2 (Buy) invests the majority of its assets in stocks of companies principally engaged in the real estate industry, including Real Estate Investment Trusts. The fund offers dividends quarterly and capital gains annually.
This Sector - Real Estate fund, as of the last filing, allocates their fund in three major groups; Intermediate Bond, Foreign Bond and Small Value. Further, as of the last filing, SIMON PROPERTY GROUP INC, VENTAS INC and BOSTON PROPERTIES INC were the top holdings for FREFX.
The Fidelity Series Real Estate Equity F fund, managed by Fidelity, carries an expense ratio of 0.58%.
FREFX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 4.4%, 3 year 9.67% and 5 year 11.21%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
FREFX’s performance, as of the last filing, when compared to funds in its category was in the top 35% in 1 year, top 25% over the past 3 years, and in the 11% over the past 5 years.
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