Seeks above-average income and long-term capital growth by investing primarily in equity securities of companies in the real estate industry.
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Fidelity Real Estate Investment Portfolio
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FRESX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on FRESX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Fidelity Real Estate Investment Portfolio
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Pre-filled with FRESX's historical average return
Important: This projection uses simplified assumptions based on FRESX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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FRESX is the ticker symbol for Fidelity Real Estate Investment Portfolio, a Real Estate mutual fund managed by Fidelity. Seeks above-average income and long-term capital growth by investing primarily in equity securities of companies in the real estate industry.
FRESX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
FRESX has posted a 1-year return of +15.23%, 3-year return of +13.81%, 5-year return of +4.15%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
FRESX has no minimum initial investment requirement, making it accessible to all investors regardless of account size.
Whether FRESX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Real Estate category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
