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Fidelity Select Portfolios Consumer Finance Portfolio: (MF: FSVLX)

(NASDAQ Mutual Funds) As of Jul 9, 2020 08:00 PM ET

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$12.35 USD

-0.40 (-3.14%)

Zacks MF Rank 3-Hold of 5     3    

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 May 31, 2020

Total Return %* Percentile Rank Objective
YTD -28.55 59
3 months -22.00 83
6 months -27.76 59
1 Year -20.10 66
3 Year 1.56 13
5 Year 2.15 36
10 Year 7.91 24

* 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 Hold 3
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Portfolio Statistics

%Unrealized Gain YTD 17.87
% Yield 2.69
% SEC Yield NA
Net Assets (Mil $) 5/31/2020 108.44
%Turnover 5/31/2020 20.00

Risk

3 Year 5 Year 10 Year
Beta 1.44 1.34 1.23
Alpha -9.00 -8.19 -6.37
R Squared 0.78 0.73 0.74
Std. Dev. 27.62 23.28 19.47
Sharpe 0.16 0.18 2.00

Sector / Country Weightings

As of 5/31/2020 % of Portfolio
Finance 73.05
Technology 18.46
Retail Trade 3.07
Non-Durable 2.64
Services 1.24
Other 1.09
Industrial Cyclical 0.45

Portfolio Holdings

Top Equity Holdings
(As of 2/29/2020)
% of Portfolio Value (Mil$)
AGNC INVESTMENT CORPORATI 7.40 10.97
MASTERCARD INC 7.07 10.48
VISA INC 6.87 10.19
CAPITAL ONE FINANCIAL COR 6.83 10.12
AMERICAN EXPRESS COMPANY 6.41 9.51
NA 6.24 9.25
SYNCHRONY FINANCIAL 6.19 9.18
ALLY FINANCIAL INC 4.72 6.99
MGIC INVESTMENT CORP 4.10 6.07

Stock Holding % of Net Assets

As Of 2/29/2020
Total Issues 40
Avg. P/E 18.04
Avg. P/Book 3.67
Avg. EPS Growth 15.24
Avg. Market Value (Mil $) 74,026

Allocation

% of Portfolio
Large Growth 0.00
Large Value 23.02
Small Growth 0.00
Small Value 30.01
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 37.74
Foreign Bond 0.00
High Yield Bond 0.00