Fidelity Real Estate Income (FRIFX) Research

This fund primarily allocates its capital to real estate-related assets. Its portfolio mainly consists of common and preferred stocks of Real Estate Investment Trusts (REITs), debt instruments from real estate entities, and a range of mortgage-backed securities (MBS), including commercial ones. A significant characteristic is its emphasis on lower-quality debt securities, often called high-yield or 'junk' bonds, which carry a higher risk profile. A core mandate requires at least 80% of the fund's assets to be invested in companies primarily involved in the real estate industry and other real estate-related holdings. The fund has the flexibility to invest in both domestic (U.S.) and foreign issuers.

Market snapshot

Symbol
FRIFX
Price
$12.56
Day change
0.00%
Market cap
$5.9B
52-week range
12.09-12.64
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Calvert Equity R6 (CEYRX)
  • Fidelity SAI Emerging Markets Index (FERGX)
  • Fidelity Advisor Strategic Dividend & Income Fund Class M (FTSDX)
  • Guggenheim Limited Duration Fund A-Class (GILDX)
  • Guggenheim Limited Duration Fund Class P (GILPX)
  • John Hancock Funds III International Growth Fund Class I (GOGIX)
  • John Hancock Fds III, International Growth Fund Class A (GOIGX)
  • Polen Growth Fund Institutional Class (POLIX)

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