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Fidelity Select Consumer Staples Port (FDFAX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Select Consumer Staples Port (FDFAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Fidelity Select Consumer Staples Port Fund (FDFAX) ManagerFund Manager - Robert Lee

Fund Manager Information

Fund Manager Tenure: 15.5 years
Fund Family: Fidelity Investments
Fund Category: Consumer Defensive
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)
Robert Lee is co-manager of the fund, which he has managed since November 2009, and is manager of Fidelity Consumer Staples Central Fund. He also manages other Fidelity funds. Mr. Lee joined Fidelity Investments as a research analyst in 2001, after receiving an MBA from The Wharton School. He is also a member of FMR's Multi-Manager Group.  Get more insights on Robert Lee

 

Graph of Fidelity Select Consumer Staples Port Fund (FDFAX) ProfileFidelity Select Consumer Staples Port Fund (FDFAX) Profile

Fund Profile and Description

Fidelity Select Consumer Staples Port Fund seeks capital appreciation. Fidelity Select Consumer Staples Port Fund invests at least 80% of assets in securities of companies principally engaged in the manufacture, sale, or distribution of consumer staples. It may invest in securities of foreign issuers. Fidelity Select Consumer Staples Port Fund is non-diversified.

 

Fidelity Select Consumer Staples Port (FDFAX) Fund Strength What we like about Fidelity Select Consumer Staples Port (FDFAX) Fund

Data for Fidelity Select Consumer Staples Port Fund (FDFAX) as of May 30, 2016

  • Fidelity Select Consumer Staples Port Fund (FDFAX) management has been with Fidelity Select Consumer Staples Port Fund for 15.5 years
  • Fidelity Select Consumer Staples Port Fund (FDFAX) has good short-term performance (1-year return 5.43% vs 5.12% Consumer Defensive category median performance)
  • Fidelity Select Consumer Staples Port Fund (FDFAX) has good Long-term performance (5-year return 11.33% vs 10.72% Consumer Defensive category median performance)
  • Fidelity Select Consumer Staples Port Fund (FDFAX) ratio of up-years vs down years is greater than 2
  • Asset base in Fidelity Select Consumer Staples Port Fund (FDFAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Select Consumer Staples Port Fund (FDFAX) has a lower expense ratio than its Consumer Defensive average: 0.76% vs 1.20%
  • Fidelity Select Consumer Staples Port Fund (FDFAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Select Consumer Staples Port Fund (FDFAX) Weakness What we are cautious about Fidelity Select Consumer Staples Port (FDFAX) Fund

Data for Fidelity Select Consumer Staples Port Fund (FDFAX) as of May 30, 2016

  • Fidelity Select Consumer Staples Port Fund (FDFAX) has a Morningstar rating of 3 and below
  • Fidelity Select Consumer Staples Port Fund (FDFAX) is less safe compared to its Consumer Defensive peers
  • Fidelity Select Consumer Staples Port Fund (FDFAX) has an annual stock turnover rate of 63.00% that is higher than the Consumer Defensive average of 33.41%. This could mean Fidelity Select Consumer Staples Port is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity Select Consumer Staples Port Fund (FDFAX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.74 that is higher than category average of 11.33
See Fidelity Select Consumer Staples Port Fund (FDFAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Select Consumer Staples Port Fund (FDFAX)Compare with other top Consumer Defensive category mutual funds

Aadditional top Consumer Defensive mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Select Consumer Staples Port4.435.439.5311.33
Rydex Consumer Products Adv (RYCAX)5.959.4911.4612.04Compare
Vanguard Consumer Staples Index Adm (VCSAX)5.089.6712.4913.34Compare
Rydex Consumer Products A (RYPDX)5.979.5311.6612.27Compare

See top fund managers for Consumer Defensive Category Funds

 

Compare Fidelity Select Consumer Staples Port Fund (FDFAX)Compare with Consumer Defensive category ETFs

Some Consumer Defensive ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P Intl Cnsmr Stapl Sect ETF (IPS)4.71%5.93%6.55%
First Trust Cnsmr Staples AlphaDEX ETF (FXG)5.88%5.48%16.55%
Guggenheim S&P 500 Eq Wt Cons Stapl ETF (RHS)5.50%14.69%16.24%
Consumer Staples Select Sector SPDR ETF (XLP)4.83%10.70%12.40%
PowerShares Dynamic Food & Beverage ETF (PBJ)0.36%1.20%11.19%

 

Graph of Fidelity Select Consumer Staples Port Fund (FDFAX) Net Asset TrackingFidelity Select Consumer Staples Port (FDFAX) Fund Net Asset

Track net asset change of Fidelity Select Consumer Staples Port fund (FDFAX)

DateNet Asset
05/2016$3.35B
03/2016$3.24B
02/2016$3.06B
More historic net asset information on Fidelity Select Consumer Staples Port Fund (FDFAX)

  

Graph of Fidelity Select Consumer Staples Port Fund (FDFAX) Portfolio TrackingFidelity Select Consumer Staples Port (FDFAX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Select Consumer Staples Port fund (FDFAX)

DateCashStockBondOther
04/20161.94%98.06%0%0%
02/20163.77%96.23%0%0%
01/20162.72%97.28%0%0%
Click here to see more historic asset allocation information on Fidelity Select Consumer Staples Port Fund (FDFAX)

 

graph of Fidelity Select Consumer Staples Port Fund (FDFAX) Top 10 Position TrackingTop 10 Holdings in Fidelity Select Consumer Staples Port (FDFAX) Fund

Discover what Fidelity Select Consumer Staples Port Fund (FDFAX) manager is buying

Apr 29, 2016
Procter & Gamble Company (The) [12.81%]
British American Tobacco PLC ADR [11.17%]
CVS Health Corporation Common S [9.21%]
Kroger Company (The) Common Sto [6.22%]
Reynolds American Inc Common St [5%]
Walgreens Boots Alliance, Inc. [4.85%]
Pepsico, Inc. Common Stock [4.78%]
Altria Group, Inc. [4.09%]
Coca-Cola Company (The) Common [4.01%]
Mead Johnson Nutrition Company [3.88%]

Feb 28, 2016
Procter & Gamble Company (The) [13.46%]
British American Tobacco PLC ADR [10.84%]
CVS Health Corporation Common S [9.3%]
Kroger Company (The) Common Sto [6.07%]
Reynolds American Inc Common St [5.1%]
Walgreens Boots Alliance, Inc. [5.09%]
Pepsico, Inc. Common Stock [4.47%]
Altria Group, Inc. [4.05%]
Coca-Cola Company (The) Common [3.92%]
Mead Johnson Nutrition Company [3.84%]

Jan 30, 2016
Procter & Gamble Company (The) [14.12%]
British American Tobacco PLC ADR [11.06%]
CVS Health Corporation Common S [9.23%]
Kroger Company (The) Common Sto [5.72%]
Reynolds American Inc Common St [4.7%]
Pepsico, Inc. Common Stock [4.36%]
Coca-Cola Company (The) Common [4.12%]
Mead Johnson Nutrition Company [4.03%]
Altria Group, Inc. [3.9%]
Colgate-Palmolive Company Commo [3.31%]
Click here for Stock Holding Change Map in Fidelity Select Consumer Staples Port Fund (FDFAX)

  

Latest News on Fidelity Select Consumer Staples Port (FDFAX) Fund

See what is happening with Fidelity Select Consumer Staples Port Fund (FDFAX)

 

Fidelity Select Consumer Staples Port Fund (FDFAX) Related ResourcesSee more information on Fidelity Select Consumer Staples Port (FDFAX) Fund

Popular pages on Fidelity Select Consumer Staples Port (FDFAX) Fund

  

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