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Fidelity Series Real Estate Income Fd: (MF: FSREX)

(NASDAQ Mutual Funds) As of Jun 3, 2026 05:23 PM ET

$10.19 USD

-0.01 (-0.10%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 1.19 95
3 months 0.59 92
6 months 2.15 97
1 Year 7.58 96
3 Year 8.45 64
5 Year 4.45 25
10 Year 5.92 37

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Apr 30, 2026

1 Year 6.09
5 Year 4.62
10 Year 5.85
Since Inception 6.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.30 NA NA NA
2025 2.35 1.90 3.23 1.15
2024 2.78 1.69 5.81 -0.66
2023 1.51 2.76 -0.52 4.35
2022 -2.82 -7.47 -3.39 1.54
2021 5.23 5.30 1.54 2.89

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.198.929.878.28-11.8015.780.5116.090.577.468.36
% Total Return Rel to Index 4.03-9.29-15.15-17.966.40-12.89-17.89-15.394.96-14.33-3.57
% Total Return Rel to Peer -2.363.866.23-2.9010.31-15.574.46-9.367.02-1.303.87
% Perf Quintile vs Peer* 5.002.001.005.001.005.001.005.001.003.001.00
% Dividends 0.070.570.590.700.620.330.590.610.580.600.53
% Yield 5.495.455.855.816.162.705.405.285.425.274.65
Capital Gains ($) 0.000.000.000.000.320.090.060.130.160.160.19
Expense Ratio 0.000.000.010.000.000.060.060.010.020.630.77

* 1 = Top 20%, 5 = Bottom 20%