Fidelity Series Real Estate Income Fund (FSREX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FSREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSREX
FSREX charges 0.00% annually. No mutual funds in the REIT category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | FSREX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | FSREX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | FSREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | FSREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | FSREX vs VGRNX |
Best Risk-Adjusted Alternatives to FSREX
FSREX has a PortfoliosLab risk / return rank of 89. There are 2 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | FSREX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | FSREX vs QREARX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 49 | — | Oct 2018 | FSREX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 48 | — | — | FSREX vs FRIRX | |
| Fidelity Real Estate Income Fund | 47 | — | Feb 2003 | FSREX vs FRIFX |
Top Performing FSREX Alternatives (YTD)
FSREX is at 1.91% YTD. There are 93 mutual funds in the REIT category with higher YTD returns, going as high as 15.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 15.24% | — | Dec 2010 | FSREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 14.59% | — | Dec 1998 | FSREX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 14.49% | — | Jan 1989 | FSREX vs IVRSX | |
| LDR Real Estate Value Opportunity Fund | 14.35% | — | Dec 2002 | FSREX vs HLRRX | |
| Columbia Real Estate Equity Fund | 14.21% | — | Apr 1994 | FSREX vs CREEX |
Lowest Volatility Alternatives to FSREX
FSREX has 2.43% 1-year volatility. There are 2 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | FSREX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | FSREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | FSREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.12% | — | Apr 2010 | FSREX vs FRINX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 4.14% | — | Oct 2018 | FSREX vs FIKMX |
Lowest Drawdown Alternatives to FSREX
FSREX has a 1-year max drawdown of -2.06%. There are 3 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | FSREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | FSREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | FSREX vs GRIFX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | FSREX vs FRIFX | |
| Fidelity Advisor Real Estate Income Fund Class Z | -3.43% | — | Oct 2018 | FSREX vs FIKMX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 66 | 10.19% | — | Feb 1988 | FSREX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 87.43% | — | Jul 1985 | FSREX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 66 | 10.74% | — | — | FSREX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 65 | 10.81% | — | — | FSREX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.50% | — | — | FSREX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 73 | 19.05% | — | Dec 1987 | FSREX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 42 | 10.97% | 176.32B | May 1967 | FSREX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 63 | 10.04% | — | — | FSREX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.54% | — | Nov 1997 | FSREX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 62 | 15.59% | — | Jun 2016 | FSREX vs FTIHX |
Often Compared With FSREX
Investors most often compare FSREX with FRESX, PIAMX, DDJIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FSREX with Any Fund or Stock
Compare FSREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSREX with funds that move differently
Fidelity Series Real Estate Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSREX.
Explore FSREX Diversifiers