Fidelity® Select Consumer Finance Portfolio (FSVLX)

15.82
Net Asset Value
-0.50%
1 Day
-2.41%
Year-to-Date
Overall Morningstar Rating
Financial
Style or Category
No Load
Sales Expenses
0.90%
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+4.15% 3 years+9.42%
3 months-0.16% 5 years+10.77%
1 year+23.20% Since inception+8.99%
Data through --

Peer Comparisonvs. Financial

 FSVLXCategory
Performance 5-yr return+10.77%+12.74%
Expense ratio0.90%1.72%
Risk 5 year sharpe ratio0.830.88
Net assets$98.4M$492.3M
Average market cap$19.2B$4.1B
Average P/E15.29.9
Portfolio turnover81%81%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureShilpa Mehra / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock99.77%
Cash0.23%
International stock0.00%
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
COF Capital One Financial8.45%
SYF Synchrony Financial7.47%
DFS Discover Financial Services7.43%
ALLY Ally Financial Inc7.35%
MA MasterCard6.60%
V Visa5.57%
JPM JPMorgan Chase4.67%
AGNC AGNC Investment Corp3.62%
SLM SLM Corp3.57%
MTG MGIC Investment Corp3.42%