Fidelity Real Estate Investment maintains its Morningstar Analyst Rating of Neutral. Although it’s run by one of the most seasoned REIT fund managers around, its eclectic strategy and mixed track record don’t do enough to make it stand out from the pack.
Will FRESX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FRESX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FRESX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FRESX’s parent organization’s priorities and whether they’re in line with investors’ interests.