Investment objective & strategy
As of Sept. 24, 2024 · prospectusObjective. Fidelity Advisor Global Real Estate Fund seeks capital appreciation.
Strategy. Investing in securities issued throughout the world, including the United States. Normally investing primarily in common stocks. Normally investing at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. Allocating investments across different countries and regions. Using fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. Investing in securities issued throughout the world, including the United States. Normally investing primarily in common stocks. Normally investing at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. Allocating investments across different countries and regions. Using fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Top holdings
As of April 30, 2025 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| PROLOGIS INC REIT | — | $393.06K | 7.33% |
| EQUINIX INC | — | $337.41K | 6.29% |
| WELLTOWER INC | — | $307.77K | 5.74% |
| VENTAS INC REIT | — | $179.69K | 3.35% |
| PUBLIC STORAGE | — | $170.64K | 3.18% |
| DIGITAL REALTY TRUST INC | — | $162.47K | 3.03% |
| KIMCO REALTY CORPORATION | — | $151.17K | 2.82% |
| UDR INC | — | $147.63K | 2.75% |
| NNN REIT INC | — | $145.45K | 2.71% |
| GRAINGER PLC | — | $144.72K | 2.70% |
Portfolio moves
Jan 31, 2025 → Apr 30, 2025How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| Fidelity Advisor Real Estate Fund · FHEAX, FHECX, FHETX, FHEIX, FIKJX | 58% | 0.63% |
| AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. · AREAX, ARECX, ARSYX, ARRRX, ARRKX, AEEIX | 47% | 1.60% |
| Goldman Sachs Global Real Estate Securities Fund | 47% | 0.94% |
Footnotes
- Expense ratio as of September 24, 2024, from the fund's prospectus.
- Net assets and holdings count as of April 30, 2025, from the fund's N-PORT filing.
- Total return for calendar year 2024, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2024 (the latest prospectus does not yet chart this year).
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