3 / 5 Stars
3 4 4 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#4 in Consumer Cyclical
U.S. News evaluated 11 Consumer Cyclical Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 19.34 percent over the past year, 17.39 percent over the past three years, 22.62 percent over the past five years, and 8.56 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.3%|
|3 Years (Annualized)||17.4%|
|5 Years (Annualized)||22.6%|
|10 Years (Annualized)||8.6%|
The investment seeks capital appreciation. The fund normally invests in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the manufacture and distribution of consumer discretionary products and services. 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.
Fees are High compared to funds in the same category.
Fidelity Advisor® Consumer Discretionary Fund has an expense ratio of 1.29 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.