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  • Fund Type: Open-End Fund
  • Objective: Sector Fund-Asset Allocation
  • Asset Class: Asset Allocation
  • Geographic Focus: Global

Fidelity Real Estate Income Fund

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FRIFX:US

12.37 USD 0.03 0.24%

As of 09:29:30 ET on 05/17/2013.

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Snapshot for Fidelity Real Estate Income Fund (FRIFX)

Year To Date: +8.94% 3-Month: +5.43% 3-Year: +14.07% 52-Week Range: 10.52 - 12.37
1-Month: +2.66% 1-Year: +21.13% 5-Year: +10.81% Beta vs MXWO: 0.51

Mutual Fund Chart for FRIFX

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  • FRIFX:US 12.37
  • 1M
  • 1Y
Interactive FRIFX Chart

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Fund Profile & Information for FRIFX

Fidelity Real Estate Income Fund is an open-end fund incorporated in the USA. The Fund's objective is higher than average income. As a secondary objective, the Fund also seeks capital growth. The Fund normally invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments.

Inception Date: 02-04-2003 Telephone: 1-800-544-6666
Managers: MARK SNYDERMAN
Web Site: www.fidelity.com

Fundamentals for FRIFX

NAV (on 2013-05-17) 12.37
Assets (M) (on 2013-04-30) 4,399.45
Fund Leveraged N
Minimum Investment 2,500.00
Minimum Subsequent Investment 0.00

Dividends for FRIFX

Dividend Type Income
Dividend Frequency Quarter
Last Dividend Net (on 2013-03-01) 0.05
Dividend Yield (ttm) 4.97

Fees & Expenses for FRIFX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.56
Redemption Fee 0.75
12b1 Fee 0.00
Expense Ratio 0.92

Top Fund Holdings for FRIFX

Filing Date: 01/31/2013
Name Position Value % of Total
BALL 2010-HLTN HLTN 114,120 104,192,034 2.886%
MFA Financial Inc 7,812,493 70,234,312 1.945%
Equity Lifestyle Properties In 913,630 65,415,908 1.812%
Ventas Inc 898,146 59,538,098 1.649%
Acadia Realty Trust 1,968,249 51,450,029 1.425%
SBRA 8 ⅛ 11/01/18 33,008 35,318,560 0.978%
NLY 5 05/15/15 34,396 35,212,905 0.975%
SFI 5 ⅞ 03/15/16 34,260 34,773,900 0.963%
SPF 8 ⅜ 05/15/18 28,983 34,199,940 0.947%
Lexington Realty Trust 2,998,982 32,988,802 0.914%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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