Fidelity SAI Real Estate Fund

Fidelity Summer Street Trust · 1 share class

Actively managed U.S. equity fund
One fund, 1 share class:FSRJX
$2.72B NAV
45 positions · as of 2026-04-30 · filed 2026-06-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Fidelity SAI Real Estate Fund is an actively managed U.S. equity fund. 22% of FSRJX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 100% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Features
Non-diversified

Fund profile

As filed in the prospectus · 2025 Q3

Fidelity SAI Real Estate Fund seeks above-average income and long-term capital growth, consistent with reasonable investment risk. The fund seeks to provide a yield that exceeds the composite yield of the S&P 500 Index.

Strategy · summarised

The fund invests primarily in common stocks of companies principally engaged in the real estate industry, selecting securities through fundamental analysis of financial condition, industry position, and market conditions; holdings include REITs, real estate developers, mortgage lenders, mortgage-backed securities, and companies with substantial real estate assets or real estate-related products. The fund normally maintains at least 80% of assets in real estate securities, including derivatives that provide exposure to such investments or their underlying risk factors. Because security selection depends on the manager's analysis rather than a predetermined index, fund holdings and performance may diverge from any benchmark.

Expenses
0.56%one share class
Share classExpense ratio
FSRJX0.56%

Portfolio turnover 15.00% · as of 2025 Q3

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.14%
of net assets
Stocks99.36%
Cash & short-term0.77%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Real Estate99.2%
Cash0.8%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
22%of stock holdings in top-quartile growers
covering 100% of the fund’s equity
Earnings growth
40%of stock holdings in top-quartile growers
covering 97% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 3 new0 exited

New: SPG, NHP, Fidelity Revere Street Trust

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+13.24%
3-year
19 of 36 months
5-year
19 of 60 months
Volatility
13.37%
Worst 3-yr fall
Cumulative return· Oct 2024 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
PROLOGIS INCPLD9.47%$257.68M
EQUINIX INCEQIX9.31%$253.16M
AMERICAN TOWER CORPAMT8.43%$229.31M
WELLTOWER INCWELL8.38%$227.78M
DIGITAL REALTY TRUST INCDLR4.46%$121.40M
SIMON PROPERTY GROUP INCSPG4.45%$121.00M
KIMCO REALTY CORPKIM4.08%$110.93M
NNN REIT INCNNN3.45%$93.89M
CBRE GROUP INCCBRE3.34%$90.86M
PUBLIC STORAGEPSA3.29%$89.51M
Showing 10 of 45Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 58.67% of net assets, top 25 88.03%, across 44 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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