4 / 5 Stars
5 4 3 4 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#1 in Industrials
U.S. News evaluated 11 Industrials 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 30.21 percent over the past year, 17.62 percent over the past three years, 6.71 percent over the past five years, and 13.26 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||17.2%|
|3 Years (Annualized)||17.6%|
|5 Years (Annualized)||6.7%|
|10 Years (Annualized)||13.3%|
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the research, manufacture, or sale of products or services related to the defense or aerospace industries. 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 Select Defense and Aerospace Portfolio has an expense ratio of 0.83 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.