FREL is one of ten Fidelity ETFs that track MSCI sector indexes. The fund targets companies in the US real estate sector as defined by the GICS sector classification scheme. The fund is both broad and representative, and it differs mostly by including a handful of non-REIT real estate firms. To meet diversification requirements, the funds underlying index employs a capping methodology, such that no group entity exceeds 25% of index weight and the aggregate weight of issuers with over 5% weight in the index are capped at 50% weight of the portfolio. Prior to December 1, 2020, FREL tracked the unconstrained MSCI USA IMI Real Estate Index. Like all real estate ETFs, FRELs distributions are taxed as ordinary income.
公司网站 :
https://screener.fidelity.com/ftgw/etf/snapshot/snapshot.jhtml?symbols=Frel
总经理:-
建立时间:2015
公司总部:Boston
领域:Miscellaneous
行业:Investment trusts/Mutual funds