FPROFidelity Real Estate Investment ETF

Grow my money#2149 of 2944 for Grow my money

Seeks above-average income and long-term capital growth with reasonable investment risk.

Fidelity Investments · Since 2021 (5 years)

Annual Cost

0.57%

#2694 out of 5,332 ETFs

Fund Size

$14M

#4363 out of 5,332 ETFs

Dividend Yield

2.73%

Track Record

5 years

#2351 out of 5,332 ETFs

Performance

1 Year

+12.9%

3 Years

+10.4%

5 Years

+4.7%

What's inside

Asset class

equity

Strategy

active selection

Cap

multi cap

Sector

real estate

Focus

Real Assets

Asset allocation

Stocks

99.2%

Cash

0.8%

Sector breakdown

Real Estate

99.4%

Communication

0.6%

Top holdings

Prologis IncPLD10.0%

Equinix IncEQIX9.9%

Welltower IncWELL8.7%

American Tower CorpAMT8.4%

NNN REIT IncNNN4.4%

Kimco Realty CorpKIM4.3%

Public StoragePSA4.2%

Digital Realty Trust IncDLR4.0%

Ventas IncVTR3.3%

UDR IncUDR3.3%

Risk profile

Volatility (1Y)

13.4%

Moderate

Max drawdown

-32.8%

Worst peak-to-trough loss

Sharpe (3Y)

0.46

Below average

Sortino (3Y)

0.66

Moderate downside risk

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