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Fidelity® Select Consumer Finance Portfolio (FSVLX)

13.93
Net Asset Value
-0.57%
1 Day
-1.21%
Year-to-Date
Overall Morningstar Rating
Financial
Style or Category
No Load
Sales Expenses
0.88%
Expense Ratio
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 providing products and services associated with consumer finance. 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+0.72% 3 years+17.68%
3 months+1.83% 5 years+14.79%
1 year+12.97% Since inception+9.03%
Data through --

Peer Comparisonvs. Financial

 FSVLXCategory
Performance 5-yr return+14.79%+12.78%
Expense ratio0.88%2.63%
Risk 5 year sharpe ratio1.140.86
Net assets$130.1M$296.8M
Average market cap$11.2B$41.0B
Average P/E13.815.8
Portfolio turnover71%71%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureShilpa Mehra / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock96.91%
Cash1.75%
International stock1.34%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 100.00%
Business service 0.00%
Consumer goods 0.00%
Consumer service 0.00%
Energy 0.00%
Top 10 Holdings
Portfolio weighting
V Visa9.40%
COF Capital One Financial6.05%
MA MasterCard6.03%
NAVI Navient Corp4.87%
SC Santander Consumer USA Holdings Inc4.48%
ALLY Ally Financial Inc4.29%
LEAF Springleaf Holdings Inc4.05%
AGNC American Capital Agency Corp3.81%
MTG MGIC Investment Corp3.57%
TSS Total System Services Inc3.52%