Fidelity Real Estate Investment Portfolio

Frequently Asked Questions About FRESX

What does FRESX invest in?

This portfolio primarily allocates its capital to common equity shares. A substantial portion, specifically a minimum of 80% of its holdings, is dedicated to companies operating within the real estate sector and other ventures tied to real estate. Its investment scope extends to both U.S. and international entities. Investment decisions are guided by a thorough fundamental analysis, examining factors like a company's financial health, its standing within its industry, and broader market and economic trends. Notably, this portfolio operates as a non-diversified fund.

What is the expense ratio of FRESX?

Fidelity Real Estate Investment Portfolio (FRESX) charges an expense ratio of 0.64%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FRESX?

Fidelity Real Estate Investment Portfolio (FRESX) manages $3.27B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FRESX actively managed or an index fund?

FRESX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FRESX launched?

Fidelity Real Estate Investment Portfolio (FRESX) launched in November 1986 and is managed by Fidelity.

How has FRESX performed?

FRESX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.