(FREL) Fidelity MSCI Real Estate - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US3160928574

Reits, Real Estate, Equities, Us

Dividends

Dividend Yield 3.58%
Yield on Cost 5y 4.63%
Yield CAGR 5y -0.39%
Payout Consistency 93.4%
Payout Ratio -
Risk via 10d forecast
Volatility 15.9%
Value at Risk 5%th 26.3%
Relative Tail Risk 0.86%
Reward TTM
Sharpe Ratio -0.23
Alpha -11.88
CAGR/Max DD 0.30
Character TTM
Hurst Exponent 0.353
Beta 0.584
Beta Downside 0.643
Drawdowns 3y
Max DD 21.75%
Mean DD 6.86%
Median DD 6.21%

Description: FREL Fidelity MSCI Real Estate November 16, 2025

The Fidelity® MSCI Real Estate Index ETF (FREL) tracks the MSCI USA IMI Real Estate 25/25 Index, allocating at least 80% of its assets to the index’s constituents, though it may not hold every security in the index.

Key metrics as of the latest filing: an expense ratio of 0.08%, total assets of roughly $2.3 billion, and a dividend yield near 3.2%. The fund’s performance is closely tied to U.S. REIT fundamentals-occupancy rates, cap-rate compression, and rental growth-while being highly sensitive to changes in the Federal Funds rate, which influences REIT financing costs and valuation multiples.

For a deeper, data-driven view of FREL’s risk-adjusted returns and sector exposure, consider exploring ValueRay’s interactive analytics platform.

What is the price of FREL shares?

As of December 14, 2025, the stock is trading at USD 27.15 with a total of 289,383 shares traded.
Over the past week, the price has changed by -0.40%, over one month by -1.20%, over three months by -2.91% and over the past year by -1.30%.

Is FREL a buy, sell or hold?

Fidelity MSCI Real Estate has no consensus analysts rating.

What are the forecasts/targets for the FREL price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 28.3 4.3%

FREL Fundamental Data Overview December 05, 2025

Market Cap USD = 1.10b (1.10b USD * 1.0 USD.USD)
Beta = 1.17
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 1.10b USD (1.10b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 1.10b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 1.10b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 8.17% (E(1.10b)/V(1.10b) * Re(8.17%) + (debt-free company))
Discount Rate = 8.17% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for FREL ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle