FREL ETF Analysis: Fidelity Real Estate Index | NYSE

Real Estate | NYSE, USA | Market Cap: 1.481m USD | 12M Return: 12.1% | Charts, Fundamentals & Technical Analysis

Real Estate, REITs, Equities, Index Fund
Total Rating 54
Safety 64
Buy Signal -0.10
Real Estate
Category Rotation: -3.3
TER: 0.08%
AUM: 1.48B
Avg Turnover: 7.39M
Risk 3d forecast
Volatility18.3%
VaR 5th Pctl3.31%
VaR vs Median0.62%
Reward TTM
Sharpe Ratio0.58
Rel. Str. IBD47.3
Rel. Str. Peer Group42.3
Character TTM
Beta0.263
Beta Downside0.244
Hurst Exponent0.498
Drawdowns 3y
Max DD17.54%
CAGR/Max DD0.52
CAGR/Mean DD1.85

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.1% 0
Feb -0.1% 0
Mar +1.7% 16
Apr +0.2% 13
May -0.6% 38
Jun +0.9% 40
Jul +1.7% 62
Aug +0.3% 0
Sep -3.2% 50
Oct -1.0% 44
Nov +2.3% 45
Dec -0.6% 26

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: FREL Fidelity Real Estate Index

The Fidelity® MSCI Real Estate Index ETF (FREL) is a passively managed exchange-traded fund that seeks to track the performance of the MSCI USA IMI Real Estate 25/25 Index, providing exposure to the U.S. real estate sector. Under its index-based strategy, the fund invests at least 80% of its assets in securities included in the underlying benchmark, though it may hold a representative sample rather than every constituent of the index.

The 25/25 designation in the index name reflects MSCIs methodology of capping individual issuer weights at 25% to limit concentration risk among the largest holdings. As a real estate-focused ETF, FREL primarily invests in REITs (Real Estate Investment Trusts) and other real estate-related equities, offering investors a single-vehicle way to access the U.S. property market without directly owning physical assets.

Headlines to Watch Out For
  • Rising Treasury yields pressure REIT valuations
  • Commercial office vacancies and refinancing risks weigh on sector
  • Federal Reserve rate cut bets lift real estate income appeal
What is the price of FREL shares?

As of July 02, 2026, the stock is trading at USD 29.44 with a total of 212,362 shares traded. Over the past week, the price has changed by -0.10%, over one month by +3.95%, over three months by +10.07% and over the past year by +12.05%.

Current recommended Stop Loss: 28.90 (which is 1.8% or 1.3 ATR below the current price).

Is FREL a buy, sell or hold?

Fidelity Real Estate Index has no consensus analysts rating.