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Fidelity Advisor Real Estate Income I (FRIRX)

12.21 -0.02 (-0.16%)
As of 8:06 AM EST. Market Open.
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  • Previous Close 12.23
  • YTD Return 8.94%
  • Expense Ratio 0.70%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 4.96B
  • Beta (5Y Monthly) 0.75
  • Yield 4.59%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.38
  • Inception Date Feb 4, 2003

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.

Fidelity Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

4.96B

Net Assets

2003-02-04

Inception Date

Performance Overview: FRIRX

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Trailing returns as of 11/6/2024. Category is Allocation--50% to 70% Equity.

YTD Return

FRIRX
8.94%
Category
9.69%
?

1-Year Return

FRIRX
20.64%
Category
27.06%
?

3-Year Return

FRIRX
1.24%
Category
11.00%
?

5-Year Return

FRIRX
3.77%
Category
10.26%
?

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Holdings: FRIRX

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Top 9 Holdings (12.90% of Total Assets)

SymbolCompany% Assets
AMT
American Tower Corporation 2.14%
ELS
Equity LifeStyle Properties, Inc. 1.91%
PLD
Prologis, Inc. 1.50%
WELL
Welltower Inc. 1.45%
EQIX
Equinix, Inc. 1.41%
CCI
Crown Castle Inc. 1.29%
PSA
Public Storage 1.18%
VTR
Ventas, Inc. 1.13%
VICI
VICI Properties Inc. 0.89%

Sector Weightings

Recent News: FRIRX

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Research Reports: FRIRX

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