Fidelity International Real Estate
(MUTF:FIREX) Watch this mutual fundFind more results for
firex
Performance
Trailing returns
| 1 day |
| -1.54% | |||
| 1 week |
| -0.89% | |||
| 4 week |
| -3.56% | |||
| 3 month | +8.89% |
| |||
| YTD | +34.84% |
| |||
| 1 year | +63.44% |
| |||
| 3 years* |
| -11.87% | |||
| 5 years* | +1.81% |
| |||
| *annualized | |||||
| Best 3 month return | +49.00% | |
| Worst 3 month return | -37.20% |
Morningstar statistics
Morningstar category: Global Real Estate
| Return | Risk | Rating | |
| 3 years | Average | Below Average |
 
|
| 5 years | Average | Low |
|
| 10 years | - | - | - |
| Overall | Average | Low |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 379.26M | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 1.19% | |
| Management fee | - | |
| Fund family | Fidelity Investments |
Asset allocation
| Cash | 2.55% | |
| Stocks | 95.26% | |
| Bonds | 0.00% | |
| Other | 2.19% |
Purchase information
| Initial | $2,500 | |
| IRA Initial | $500 |
8.85
-0.09 (-1.01%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks capital appreciation.
The fund normally invests primarily in non-U.S. securities. It normally investing at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund allocates investments across different countries and regions considering the size of the market in each country and region relative to the size of the international real estate securities market as a whole. It is nondiversified.
Fund filings (PDF) »
Fund filings (PDF) »
Asset manager:
Steve J. Buller (Started: Jan 5, 2007)
Steve J. Buller (Started: Jan 5, 2007)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -4.95 | -5.26 | -1.87 | - | |
| Beta* | 1.25 | 1.18 | 1.10 | - | |
| Mean annual return | 2.50 | -0.71 | 0.46 | - | |
| R-squared* | 90.88 | 85.74 | 83.97 | - | |
| Standard deviation | 35.48 | 28.68 | 23.94 | - | |
| Sharpe ratio | 0.84 | -0.38 | 0.11 | - | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Sun Hung Kai Properties, Ltd. (16) | 9.76% | |
| Westfield Group (WDC) | 8.32% | |
| Unibail-Rodamco Se (UL) | 5.29% | |
| Mitsui Fudosan Co., Ltd. (8801) | 5.24% | |
| Mitsubishi Estate | 4.08% | |
| Hongkong Land Holdings Limited (H78) | 4.07% | |
| British Land Co PLC (BLND) | 4.03% | |
| Henderson Land Development Co. Ltd. (12) | 3.99% | |
| China Overseas Land & Investment Ltd. (688) | 3.56% | |
| Hang Lung Properties Ltd. (101) | 3.29% |