Fidelity® Select Leisure Portfolio (FDLSX)

140.13
Net Asset Value
-0.40%
1 Day
+5.70%
Year-to-Date
Overall Morningstar Rating
Consumer cyclical
Style or Category
No Load
Sales Expenses
0.82%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the design, production, or distribution of goods or services in the leisure industries. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.

Performance

1 month+3.56% 3 years+18.09%
3 months+6.93% 5 years+20.18%
1 year+12.98% Since inception+14.23%
Data through --

Peer Comparisonvs. Consumer cyclical

 FDLSXCategory
Performance 5-yr return+20.18%+18.58%
Expense ratio0.82%1.52%
Risk 5 year sharpe ratio1.201.13
Net assets$418.0M$308.7M
Average market cap$14.7B$23.9B
Average P/E26.119.3
Portfolio turnover65%65%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureKatherine Shaw / 1 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock97.11%
International stock2.50%
Cash0.39%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer service 88.95%
Business service 6.33%
Consumer goods 3.40%
Media 0.29%
Energy 0.00%
Top 10 Holdings
Portfolio weighting
SBUX Starbucks16.29%
YUM Yum! Brands9.26%
LVS Las Vegas Sands Corp7.74%
CMG Chipotle6.45%
WYN Wyndham Worldwide Corp5.81%
HOT Starwood Hotels & Resorts Worldwide Inc4.79%
MAR Marriott4.65%
MCD McDonald's4.53%
PNRA Panera Bread Co3.12%
JACK Jack in the Box Inc3.02%

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