Fidelity Real Estate Investment Portfolio (FRESX) Research

This portfolio primarily allocates its capital to common equity shares. A substantial portion, specifically a minimum of 80% of its holdings, is dedicated to companies operating within the real estate sector and other ventures tied to real estate. Its investment scope extends to both U.S. and international entities. Investment decisions are guided by a thorough fundamental analysis, examining factors like a company's financial health, its standing within its industry, and broader market and economic trends. Notably, this portfolio operates as a non-diversified fund.

Market snapshot

Symbol
FRESX
Price
$41.95
Day change
-0.07%
Market cap
$3.1B
52-week range
37.49-43.2
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron Real Estate Fd Insti Shs (BREIX)
  • Cohen & Steers Institutional Realty Shares (CSRIX)
  • Eventide Gilead A (ETAGX)
  • Fidelity Select Gold Pt (FSAGX)
  • Fidelity Select Defense & Aerospace Portfolio (FSDAX)
  • Fidelity Select Retailing Portfolio (FSRPX)
  • Fidelity Value Discovery (FVDFX)
  • JPMorgan SmartRetirement Blend 2040 R6 (JOBYX)

Open Fidelity Real Estate Investment Portfolio (FRESX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.