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Fidelity Select Leisure Portfolio (FDLSX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Select Leisure Portfolio (FDLSX) Fund

    Last Trade: $149.79 on 4/21/2017, Change: +0.24 (0.16%)

 

Graph of Fidelity Select Leisure Portfolio Fund (FDLSX) ManagerFund Manager - Katherine Shaw

Fund Manager Information

Fund Manager Tenure: 3.7 years
Fund Family: Fidelity Investments
Fund Category: Consumer Cyclical
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of Fidelity Select Leisure Portfolio Fund (FDLSX) ProfileFidelity Select Leisure Portfolio Fund (FDLSX) Profile

Fund Profile and Description

Fidelity Select Leisure Portfolio Fund seeks capital appreciation. Fidelity Select Leisure Portfolio Fund normally 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. It may invest in securities of foreign issuers and may invest a significant percentage of assets in a single issuer. Fidelity Select Leisure Portfolio Fund is non-diversified.

 

Fidelity Select Leisure Portfolio (FDLSX) Fund Strength What we like about Fidelity Select Leisure Portfolio (FDLSX) Fund

Data for Fidelity Select Leisure Portfolio Fund (FDLSX) as of May 30, 2016

  • Fidelity Select Leisure Portfolio Fund (FDLSX) management has been with Fidelity Select Leisure Portfolio Fund for 3.7 years
  • Fidelity Select Leisure Portfolio Fund (FDLSX) has good mid-term performance (3-year return 10.09% vs 9.70% Consumer Cyclical category median performance)
  • Fidelity Select Leisure Portfolio Fund (FDLSX) ratio of up-years vs down years is greater than 2
  • Fidelity Select Leisure Portfolio Fund (FDLSX) has a Morningstar rating of 4 and above
  • Fidelity Select Leisure Portfolio Fund (FDLSX) has an annual stock turnover rate of 48.00% vs Consumer Cyclical average of 70.20%. It is good that Fidelity Select Leisure Portfolio management does not trade extensively for its return.
  • Fidelity Select Leisure Portfolio Fund (FDLSX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.75, lower than category average of 13.44
  • Fidelity Select Leisure Portfolio Fund (FDLSX) has a lower expense ratio than its Consumer Cyclical average: 0.78% vs 1.41%
  • Fidelity Select Leisure Portfolio Fund (FDLSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Select Leisure Portfolio Fund (FDLSX) Weakness What we are cautious about Fidelity Select Leisure Portfolio (FDLSX) Fund

Data for Fidelity Select Leisure Portfolio Fund (FDLSX) as of May 30, 2016

  • Fidelity Select Leisure Portfolio Fund (FDLSX) has a less-than-ideal short-term performance (1-year return -5.04% vs -0.67% Consumer Cyclical category median performance)
  • Fidelity Select Leisure Portfolio Fund (FDLSX) has a less-than-ideal Long-term performance (5-year return 11.69% vs 12.00% Consumer Cyclical category median performance)
See Fidelity Select Leisure Portfolio Fund (FDLSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Select Leisure Portfolio Fund (FDLSX)Compare with other top Consumer Cyclical category mutual funds

Aadditional top Consumer Cyclical mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Select Leisure Portfolio-1.82-5.0410.0911.69
Vanguard Consumer Discretionary Idx Adm (VCDAX)1.371.8612.4615.08Compare

See top fund managers for Consumer Cyclical Category Funds

 

Compare Fidelity Select Leisure Portfolio Fund (FDLSX)Compare with Consumer Cyclical category ETFs

Some Consumer Cyclical ETFs for your consideration

ETFYear to DateOne YearThree Year
Consumer Discret Sel Sect SPDR ETF (XLY)1.80%5.45%13.79%
Vanguard Consumer Discretionary ETF (VCR)1.35%1.81%12.44%
First Trust NASDAQ Global Auto ETF (CARZ)000
iShares US Home Construction (ITB)000
SPDR S&P Retail ETF (XRT)000

 

Graph of Fidelity Select Leisure Portfolio Fund (FDLSX) Net Asset TrackingFidelity Select Leisure Portfolio (FDLSX) Fund Net Asset

Track net asset change of Fidelity Select Leisure Portfolio fund (FDLSX)

DateNet Asset
05/2016$406.61M
03/2016$440.46M
02/2016$416.48M
More historic net asset information on Fidelity Select Leisure Portfolio Fund (FDLSX)

  

Graph of Fidelity Select Leisure Portfolio Fund (FDLSX) Portfolio TrackingFidelity Select Leisure Portfolio (FDLSX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Select Leisure Portfolio fund (FDLSX)

DateCashStockBondOther
04/20160%100%0%0%
02/20161.65%98.35%0%0%
01/20160.24%99.76%0%0%
Click here to see more historic asset allocation information on Fidelity Select Leisure Portfolio Fund (FDLSX)

 

graph of Fidelity Select Leisure Portfolio Fund (FDLSX) Top 10 Position TrackingTop 10 Holdings in Fidelity Select Leisure Portfolio (FDLSX) Fund

Discover what Fidelity Select Leisure Portfolio Fund (FDLSX) manager is buying

Apr 29, 2016
Starbucks Corporation [20.12%]
Yum! Brands, Inc. [7.31%]
Las Vegas Sands Corp. Common St [5.82%]
Marriott International [4.87%]
Wyndham Worldwide Corp Common [4.4%]
Chipotle Mexican Grill, Inc. Co [4.18%]
Hilton Worldwide Holdings Inc. [3.75%]
Vail Resorts, Inc. Common Stock [2.91%]
Jack In The Box Inc. [2.68%]

Feb 28, 2016
Starbucks Corporation [20.78%]
Yum! Brands, Inc. [7%]
Las Vegas Sands Corp. Common St [6.21%]
Marriott International [4.9%]
Wyndham Worldwide Corp Common [4.77%]
Chipotle Mexican Grill, Inc. Co [4.57%]
Hilton Worldwide Holdings Inc. [4.06%]
Jack In The Box Inc. [2.77%]
Vail Resorts, Inc. Common Stock [2.71%]

Jan 30, 2016
Starbucks Corporation [21.85%]
Yum! Brands, Inc. [7.07%]
Las Vegas Sands Corp. Common St [6.23%]
Wyndham Worldwide Corp Common [4.57%]
Marriott International [4.47%]
Chipotle Mexican Grill, Inc. Co [4.44%]
Hilton Worldwide Holdings Inc. [3.55%]
Jack In The Box Inc. [2.94%]
Vail Resorts, Inc. Common Stock [2.56%]
Click here for Stock Holding Change Map in Fidelity Select Leisure Portfolio Fund (FDLSX)

  

Latest News on Fidelity Select Leisure Portfolio (FDLSX) Fund

See what is happening with Fidelity Select Leisure Portfolio Fund (FDLSX)

 

Fidelity Select Leisure Portfolio Fund (FDLSX) Related ResourcesSee more information on Fidelity Select Leisure Portfolio (FDLSX) Fund

Popular pages on Fidelity Select Leisure Portfolio (FDLSX) Fund

  

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