Mutual Funds - Profile

Fidelity Flex Real Estate Fund

US > Real Estate >

Rank

Universe Rank

Summary

The fund seeks above-average income and capital appreciation in the long term by investing in companies in the United States.

The investment process is designed to highlight companies principally engaged in the real estate industry and other real estate-related investments.

Next, the research team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

Then the manager constructs a portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.

The fund has the flexibility More

Price

  • Last Close
  • $13.07
    -0.04
  • 52 Week HL
  • $13.69 - $9.13
  • Net Assets
  • $1.93 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
CROWN CASTLE
PROLOGIS INC
DIGITAL REALTY
EQUINIX INC
SBA COMMUNICATIONS
Company Holding
WELLTOWER INC
DUKE REALTY
VENTAS INC
CUBESMART
UDR INC
Total 0%

Manager

  • Name
  • Steven Buller
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
28.5 % YTD

  • 3 Year
  • 33.36%
  • 5 Year
  • 0%
  • Best
  • 28.52%
    2021
  • Worst
  • -13.08%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FFERX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 20%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 8% -24.8% 15.9% -6.9% - - - - - - -
Q2 13.2% 9.8% 1.3% 10.7% 2.8% - - - - - -
Q3 10.3% 0.5% 6.9% 1.7% 0.9% - - - - - -
Q4 - 4.7% -2.1% -5.4% 1.7% - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 -0.7% 3.2% 5.4% 8.9% 0.9% 3% 5.4% 2.5% 2.1% -4.8% - -
2020 1.5% -8% -19.5% 7.3% 2.5% -0.2% 5.9% -1.5% -3.7% -3.2% 6.8% 1.3%

Annual Return

Index Comparison

Alpha

NAV