2 / 5 Stars
2 2 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 4 Consumer Defensive 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 9.71 percent over the past year, 13.49 percent over the past three years, 18.07 percent over the past five years, and 9.54 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||9.5%|
The investment seeks capital appreciation. The fund invests at least 80% of assets in securities of companies principally engaged in the manufacture, sale, or distribution of consumer staples. It invests in domestic and foreign issuers. The fund 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. It invests primarily in common stocks. The fund is non-diversified.
Fees are High compared to funds in the same category.
Fidelity® Select Consumer Staples Portfolio has an expense ratio of 1.82 percent.
Risk is Average compared to funds in the same category according to Morningstar.