FRIFX : Fidelity® Real Estate Income Fund

FRIFX is a Alternatives Market Real Estate with MODERATE fees.

FRIFX

Fidelity® Real Estate Income Fund

FI Score

59 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

59% FI Score
  • frifx
  • Mutual Fund
  • Alternatives
  • Real Estate

Fidelity® Real Estate Income Fund

Expenses: 0.75% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Alternatives fund. See why »

Fund Summary

The investment seeks higher than average income; and capital growth is the secondary objective. The fund normally invests primarily in preferred and common stocks of REITs; debt securities of real estate entities; and commercial and other mortgage-backed securities, with an emphasis on lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). It invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund invests in domestic and foreign issuers.

Largest Holdings

Amount Holding
2.66% American Tower Corp
2.62% Equity Lifestyle Properties Inc
2.13% Apartment Investment & Management Co
1.76% New Residential Investment Corp
1.59% MFA Financial Inc
1.46% Crown Castle International Corp
1.42% Ventas Inc
1.25% Mid-America Apartment Communities Inc
1.25% Acadia Realty Trust
1.03% Equinix Inc
0.87% Chimera Investment Corp Series C
0.81% WESTERN ASSET MORTGAGE CAPITAL 6.75%
0.78% Kennedy Wilson Inc 5.88%
0.77% Sabra Health Care REIT Inc
0.75% Redwood Trust, Inc. 5.62%
0.73% Chimera Investment Corp Series B
0.72% iStar Inc
0.70% Lexington Realty Trust
0.70% Diversified Healthcare Trust 4.75%
0.68% Brookfield Asset Management Inc Class A
0.64% Howard Hughes Corp 5.38%
0.62% Annaly Capital Management Inc Cum Conv Red Pfd Registered Shs Series -F-
0.58% Healthcare Trust of America Inc
0.57% Invesco Mortgage Capital Inc Cum Conv Red Pfd Registered Shs Series -C-
0.56% Dynex Capital Inc

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