FPROFidelity Real Estate Investment ETF
Seeks above-average income and long-term capital growth, consistent with reasonable investment risk.
By Fidelity Investments · Launched 2021
Annual Cost
0.57%
#3,001 of 5,854 · average
Fund Size
$17M
#4,583 of 5,854 · small
Return (1Y)Goal
+15.0%
Track Record
5 years
#2,245 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,639+16.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Active selection
Sector
Real estateFocus
Real Assets
What it actually holds
By weightConcentration
Top 10 holdings = 59.5% of fundmoderately concentrated
PROLOGIS INC
9.7%
EQUINIX INC
9.6%
WELLTOWER INC
8.7%
AMERICAN TOWER CORP
8.2%
DIGITAL REALTY TRUST INC
4.5%
SIMON PROPERTY GROUP INC
4.3%
KIMCO REALTY CORP
4.1%
NNN REIT INC
3.6%
PUBLIC STORAGE
3.5%
VENTAS INC
3.2%
Asset allocation
Stocks
98.7%
Cash
1.3%
By sector
Real Estate
99.5%
Communication
0.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.7%Moderate
Year-on-year price swings
Max drawdown
-32.8%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.39Below average
Sortino (3Y)
0.56Moderate downside risk
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks above-average income and long-term capital growth, consistent with reasonable investment risk.
- Strategy
- Actively manages a portfolio primarily invested in equity securities of companies principally engaged in the real estate industry, including REITs and mortgage-backed securities. Invests in both domestic and foreign issuers, using fundamental analysis to select investments.
- Inception date
- February 2, 2021
- Fund family
- Fidelity Investments
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Data updated on 2026-08-03