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Upturn AI SWOT - About
Fidelity® MSCI Real Estate Index ETF (FREL)
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Upturn Advisory Summary
10/24/2025: FREL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.17% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 23.12 - 29.20 | Updated Date 06/29/2025 |
52 Weeks Range 23.12 - 29.20 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity® MSCI Real Estate Index ETF
ETF Overview
Overview
The Fidelityu00ae MSCI Real Estate Index ETF (FREL) seeks to provide investment results that correspond to the performance of the MSCI USA IMI Real Estate Index. It invests primarily in U.S. real estate stocks, aiming for broad market exposure within the sector.
Reputation and Reliability
Fidelity is a well-established and reputable investment management firm with a long track record.
Management Expertise
Fidelity has extensive experience in managing index-tracking funds, including sector-specific ETFs.
Investment Objective
Goal
To provide investment results that correspond to the performance of the MSCI USA IMI Real Estate Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the MSCI USA IMI Real Estate Index.
Composition The ETF holds a diversified portfolio of real estate stocks included in the target index.
Market Position
Market Share: FREL holds a significant market share within the real estate ETF category, indicating its popularity among investors.
Total Net Assets (AUM): 1640000000
Competitors
Key Competitors
- Real Estate Select Sector SPDRu00ae Fund (XLRE)
- Vanguard Real Estate ETF (VNQ)
- iShares U.S. Real Estate ETF (IYR)
Competitive Landscape
The real estate ETF market is competitive, dominated by XLRE and VNQ. FREL offers a low-cost option, but its AUM is smaller compared to its competitors. FREL's advantage lies in its affiliation with Fidelity, while its disadvantage might be the lower AUM, potentially affecting liquidity.
Financial Performance
Historical Performance: Historical performance data can be accessed via financial data providers. Performance is linked to the underlying index.
Benchmark Comparison: The ETF aims to closely track the MSCI USA IMI Real Estate Index, so its performance should align with the benchmark.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
FREL's average trading volume ensures relatively easy buying and selling during market hours.
Bid-Ask Spread
The bid-ask spread for FREL is typically tight, indicating efficient trading conditions.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates and inflation, sector growth prospects (e.g., housing market strength), and overall market conditions all affect FREL.
Growth Trajectory
FREL's growth is tied to the real estate sector and investor demand for sector-specific exposure; no changes to strategy have been reported.
Moat and Competitive Advantages
Competitive Edge
FREL's competitive edge is its low expense ratio of 0.08%, making it one of the most cost-effective options in the real estate ETF space. Backed by Fidelity's brand recognition and distribution network, it provides easy access to a broad basket of US Real Estate stocks. The passive index-tracking strategy ensures diversification and aligns with the performance of the MSCI USA IMI Real Estate Index. Lower expenses can translate to better returns over time, attracting cost-conscious investors. Its comprehensive exposure to the US real estate market distinguishes it from more narrowly focused funds.
Risk Analysis
Volatility
FREL's volatility mirrors the volatility of the real estate sector, which can be sensitive to interest rate changes and economic cycles.
Market Risk
Specific risks include interest rate risk, property market risk, and economic downturns impacting real estate values and rental income.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to the U.S. real estate market with a cost-effective solution.
Market Risk
FREL is suitable for long-term investors seeking sector diversification, but active traders could also use it for tactical real estate exposure.
Summary
Fidelityu00ae MSCI Real Estate Index ETF offers investors a cost-effective way to gain broad exposure to the U.S. real estate market through its passive tracking of the MSCI USA IMI Real Estate Index. Backed by Fidelity's reputable management, FREL's low expense ratio of 0.08% makes it a competitive option. The ETF is susceptible to market risks associated with real estate and economic cycles. It is suitable for long-term investors seeking sector diversification or active traders looking for tactical real estate exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fidelity® MSCI Real Estate Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Real Estate 25/25 Index, which represents the performance of the real estate sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Real Estate 25/25 Index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.