Fidelity® Select Consumer Finance Portfolio (FSVLX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month-7.77% 3 years+18.62%
3 months-2.58% 5 years+13.21%
1 year+4.47% Since inception+9.06%
Data through --

Peer Comparisonvs. Financial

Performance 5-yr return+13.21%+10.45%
Expense ratio0.85%1.89%
Risk 5 year sharpe ratio1.000.70
Net assets$145.2M$277.2M
Average market cap$12.6B$40.5B
Average P/E13.715.6
Portfolio turnover89%89%

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Fund Management and Purchase Info

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


U.S. stock99.76%
International stock0.00%
Fixed income0.00%
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 Visa Inc Class A7.75%
COF Capital One Financial Corp7.57%
MA MasterCard Inc Class A6.64%
LEAF Springleaf Holdings Inc5.83%
NAVI Navient Corp5.65%
AGNC American Capital Agency Corp4.59%
DFS Discover Financial Services4.21%
ADS Alliance Data Systems Corp4.10%
TFSL TFS Financial Corp3.03%
AXP American Express Co3.01%

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