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Fidelity Select Consumer Finance Portfolio: (MF: FSVLX)

(NASDAQ Mutual Funds) As of Jan 23, 2019 08:15 PM ET

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$14.68 USD

-0.09 (-0.61%)

Zacks MF Rank 1-Strong Buy 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Dec 31, 2018

Total Return %* Percentile Rank Objective
YTD -10.41 3
3 months -15.26 31
6 months -10.92 12
1 Year -10.41 3
3 Year 8.12 2
5 Year 5.16 31
10 Year 9.37 45

* Annual for three years and beyond.

Zacks Premium Research for FSVLX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
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Portfolio Statistics

%Unrealized Gain YTD 29.36
% Yield 1.35
% SEC Yield
Net Assets (Mil $) 12/31/2018 85.24
%Turnover 12/31/2018 81.00

Risk

3 Year 5 Year 10 Year
Beta 1.14 1.04 1.03
Alpha -1.70 -3.01 -3.37
R Squared 0.70 0.67 0.73
Std. Dev. 15.10 13.88 16.52
Sharpe 0.54 0.40 3.00

Sector / Country Weightings

As of 12/31/2018 % of Portfolio
Finance 66.96
Technology 15.10
Other 9.52
Services 3.81
Retail Trade 2.92
Non-Durable 1.69

Portfolio Holdings

Top Equity Holdings
(As of 8/31/2018)
% of Portfolio Value (Mil$)
MASTERCARD INC 7.43 7.91
CAPITAL ONE FINANCIAL COR 6.57 7.00
SYNCHRONY FINANCIAL 6.45 6.86
VISA INC 6.26 6.66
ALLY FINANCIAL INC 5.88 6.25
CREDIT ACCEPTANCE 3.94 4.19
AMERICAN EXPRESS COMPANY 3.87 4.12
DISCOVER FINANCIAL SERVIC 3.73 3.97
AGNC INVESTMENT CORPORATI 3.55 3.78

Stock Holding % of Net Assets

As Of 8/31/2018
Total Issues 48
Avg. P/E 17.42
Avg. P/Book 3.36
Avg. EPS Growth 12.97
Avg. Market Value (Mil $) 76,602

Allocation

% of Portfolio
Large Growth 23.29
Large Value 39.99
Small Growth 0.00
Small Value 22.54
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00