Fidelity Real Estate Income’s distinctive approach and the firm’s abundant resources make it a solid option. Along with a June 2024 Morningstar Category change from real estate to moderate allocation, Morningstar’s recent enhancement to the way we assess excess-return opportunity for funds means that some of this strategy’s Morningstar Medalist Ratings have changed with this update despite no changes to its pillar ratings and no significant change in fund costs.
Fidelity Real Estate Income
view original post