FRESX Rating, Research - Fidelity Real Estate Investment

Fidelity Real Estate Investment (fresx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 53

Threats + Weaknesses = 24

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fresx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fidelity Real Estate Investment (FRESX) Description: FRESX is a mutual fund, which is an investment that owns a basket of assets. The FRESX mutual fund was provided by Fidelity and this investment vehicle derives the majority of its value from equity holdings (stocks). Fidelitys mutual fund has a long management tenure and is in the large fund size classification. FRESXs minimum initial investment amount is $2500 while the IRA minimum is $2500. FRESXs expense ratio is roughly 1%. The latest FRESXs front end load was 0% and the back end load was 0%. The Fidelity Real Estate Investment (FRESX) mutual fund falls under the real estate category. FRESX focuses its investments in USA and FRESX is focused on the financial industry or fund sector. The Fidelity Real Estate Investment (FRESX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FRESXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FRESXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund will invest at least 80% of assets in companies with a market capitalization that is within or below the range of companies in the Russell 2000 Index. While it invests most assets in U.S. common stocks (see stock research), the fund may also purchase other securities including bonds, foreign stocks (see stock research), futures, and options.

Management Analysis Update

Fidelity Real Estate Investment's executives / managers make better investing decisions, because their assets are invested along side their client's. Fidelity Real Estate Investment's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update