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Fidelity Real Estate Investment Port (FRESX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Real Estate Investment Port (FRESX) Fund

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Graph of Fidelity Real Estate Investment Port Fund (FRESX) ManagerFund Manager - Steve J. Buller

Fund Manager Information

Fund Manager Tenure: 19.9 years
Fund Family: Fidelity Investments
Fund Category: Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Steven Buller is a vice president and portfolio manager for Fidelity Investments. Mr. Buller manages Fidelity Real Estate Investment Portfolio and Fidelity International Real Estate Fund. Mr. Buller joined Fidelity in 1992 as an analyst in the High Income Group, where he followed a variety of industries and later focused on distressed and bankrupt securities. Born in 1967, Mr. Buller received a Bachelor of Arts degree in Finance and German literature in 1990 and a Master of Science degree in Finance in 1992, both from the University of Wisconsin.  Get more insights on Steve J. Buller

 

Graph of Fidelity Real Estate Investment Port Fund (FRESX) ProfileFidelity Real Estate Investment Port Fund (FRESX) Profile

Fund Profile and Description

Fidelity Real Estate Investment Port Fund seeks above-average income and long-term capital growth. Fidelity Real Estate Investment Port Fund normally invests primarily in common stocks and invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. It invests in domestic and foreign issuers and uses fundamental analysis of factors such as each issuer’s financial and industry position, as well as market and economic conditions to select investments. Fidelity Real Estate Investment Port Fund is non-diversified.

 

Fidelity Real Estate Investment Port (FRESX) Fund Strength What we like about Fidelity Real Estate Investment Port (FRESX) Fund

Data for Fidelity Real Estate Investment Port Fund (FRESX) as of May 30, 2016

  • Fidelity Real Estate Investment Port Fund (FRESX) management has been with Fidelity Real Estate Investment Port Fund for 19.9 years
  • Fidelity Real Estate Investment Port Fund (FRESX) has good short-term performance (1-year return 13.16% vs 9.01% Real Estate category median performance)
  • Fidelity Real Estate Investment Port Fund (FRESX) has good mid-term performance (3-year return 11.01% vs 9.69% Real Estate category median performance)
  • Fidelity Real Estate Investment Port Fund (FRESX) has good Long-term performance (5-year return 10.65% vs 9.40% Real Estate category median performance)
  • Fidelity Real Estate Investment Port Fund (FRESX) ratio of up-years vs down years is greater than 2
  • Fidelity Real Estate Investment Port Fund (FRESX) has a Morningstar rating of 4 and above
  • Asset base in Fidelity Real Estate Investment Port Fund (FRESX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Real Estate Investment Port Fund (FRESX) has an annual stock turnover rate of 34.00% vs Real Estate average of 61.66%. It is good that Fidelity Real Estate Investment Port management does not trade extensively for its return.
  • Fidelity Real Estate Investment Port Fund (FRESX) has a lower expense ratio than its Real Estate average: 0.78% vs 1.28%
  • Fidelity Real Estate Investment Port Fund (FRESX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Real Estate Investment Port Fund (FRESX) Weakness What we are cautious about Fidelity Real Estate Investment Port (FRESX) Fund

Data for Fidelity Real Estate Investment Port Fund (FRESX) as of May 30, 2016

  • Fidelity Real Estate Investment Port Fund (FRESX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.09 that is higher than category average of 14.6
  • As a Real Estate focused fund, Fidelity Real Estate Investment Port Fund (FRESX) is less diversified and has inherited sector risks associated with the fund
See Fidelity Real Estate Investment Port Fund (FRESX) performance details as of May 30, 2016

 

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Compare Fidelity Real Estate Investment Port Fund (FRESX)Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Real Estate Investment Port5.4713.1611.0110.65
Cohen & Steers Real Estate Securities A (CSEIX)4.9712.0412.7011.08Compare
Goldman Sachs Real Estate Securities Ins (GREIX)4.4810.0510.3410.22Compare
Principal Real Estate Securities P (PIRPX)4.5210.1511.5310.73Compare

See top fund managers for Real Estate Category Funds

 

Compare Fidelity Real Estate Investment Port Fund (FRESX)Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR Dow Jones REIT ETF (RWR)3.89%9.97%10.25%
iShares US Real Estate (IYR)5.47%8.55%8.64%
Wilshire US REIT ETF (WREI)4.51%11.20%10.78%
iShares Real Estate 50 (FTY)4.72%10.99%9.37%
Schwab US REIT ETF (SCHH)4.03%10.20%10.44%

 

Graph of Fidelity Real Estate Investment Port Fund (FRESX) Net Asset TrackingFidelity Real Estate Investment Port (FRESX) Fund Net Asset

Track net asset change of Fidelity Real Estate Investment Port fund (FRESX)

DateNet Asset
05/2016$4.83B
03/2016$4.82B
02/2016$4.35B
More historic net asset information on Fidelity Real Estate Investment Port Fund (FRESX)

  

Graph of Fidelity Real Estate Investment Port Fund (FRESX) Portfolio TrackingFidelity Real Estate Investment Port (FRESX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Real Estate Investment Port fund (FRESX)

DateCashStockBondOther
04/20161.38%97.78%0%0.84%
02/20160.3%98.87%0%0.83%
01/20160.94%98.32%0%0.74%
Click here to see more historic asset allocation information on Fidelity Real Estate Investment Port Fund (FRESX)

 

graph of Fidelity Real Estate Investment Port Fund (FRESX) Top 10 Position TrackingTop 10 Holdings in Fidelity Real Estate Investment Port (FRESX) Fund

Discover what Fidelity Real Estate Investment Port Fund (FRESX) manager is buying

Apr 29, 2016
Simon Property Group, Inc. Comm [6.91%]
Public Storage Common Stock [6.54%]
ProLogis, Inc. Common Stock [4.56%]
Ventas, Inc. Common Stock [4.25%]
Welltower Inc. Common Stock [4.13%]
Duke Realty Corporation Common [4.02%]
Host Hotels & Resorts, Inc. Com [3.98%]
Boston Properties, Inc. Common [3.78%]
UDR, Inc. Common Stock [3.49%]
General Growth Properties, Inc. [3.29%]

Feb 28, 2016
Public Storage Common Stock [7.09%]
Simon Property Group, Inc. Comm [6.44%]
ProLogis, Inc. Common Stock [4.12%]
Ventas, Inc. Common Stock [4.07%]
Host Hotels & Resorts, Inc. Com [4.06%]
Duke Realty Corporation Common [4.04%]
Digital Realty Trust, Inc. Comm [3.8%]
UDR, Inc. Common Stock [3.62%]
Boston Properties, Inc. Common [3.61%]
Equity Residential Common Share [3.53%]

Jan 30, 2016
Public Storage Common Stock [7.1%]
Simon Property Group, Inc. Comm [6.35%]
Digital Realty Trust, Inc. Comm [4.32%]
ProLogis, Inc. Common Stock [4.13%]
Ventas, Inc. Common Stock [3.97%]
Duke Realty Corporation Common [3.86%]
UDR, Inc. Common Stock [3.67%]
Equity Residential Common Share [3.63%]
Host Hotels & Resorts, Inc. Com [3.6%]
Boston Properties, Inc. Common [3.6%]
Click here for Stock Holding Change Map in Fidelity Real Estate Investment Port Fund (FRESX)

  

Latest News on Fidelity Real Estate Investment Port (FRESX) Fund

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Fidelity Real Estate Investment Port Fund (FRESX) Related ResourcesSee more information on Fidelity Real Estate Investment Port (FRESX) Fund

Popular pages on Fidelity Real Estate Investment Port (FRESX) Fund

  

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