Fidelity Real Estate Investment Portfolio (FRESX)

$36.56
D Fund
-- Sector
Fund TypeMutual Fund
Fund CategorySpecialty
Fund BenchmarkU.S. Real Estate
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Fidelity Real Estate Investment Portfolio 41 1.04 -5.04% -3.06% 0.80%
U.S. Real Estate 42 1.09 -5.16% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -5.55% -5.70% 0.14%
Year-to-Date -5.04% -5.16% 0.12%
1 Year 0.16% 6.43% -6.27%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

41%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 41% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.80%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,016

Real cost (fees + lost compounding)

$1,257

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
-3.84%