4.8 in Miscellaneous Sector
U.S. News evaluated 5 Miscellaneous Sector Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 1 / 5 Stars |
| Lipper | 2 1 1 4 4 |
| Zacks Investment Research | 4 (Sell) |
| Standard & Poor's | 3 / 5 Stars |
| TheStreet.com | B (Buy) |
Fund Overview
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in the manufacture, marketing or sale of automobiles, trucks, specialty vehicles, parts, tires, and related services. It may invest in securities of 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 is non-diversified.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 23.4% |
| 1 Year | -8.6% |
| 3 Years (Annualized) | 50.8% |
| 5 Years (Annualized) | 2.0% |
| 10 Years (Annualized) | 4.8% |
Performance
The fund has returned -8.64 percent over the past year, 50.83 percent over the past three years, 2.04 percent over the past five years, and 4.80 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 7.43 | 7.43 |
| Stocks | 54.37 | 54.37 |
| Bonds | 0.12 | 0.12 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 38.07 | 38.07 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.29.2012
Top Holdings
Performance as of 03.31.2012
Portfolio as of 02.29.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Toyota Motor Corp ADR | TM | 31.09 | 12.77 |
| Ford Motor Co | F | 17.75 | 10.04 |
| Honda Motor Co Ltd ADR | HMC | 27.14 | 9.31 |
| General Motors Co | GM | 32.02 | 5.38 |
| TRW Automotive Holdings Corp | TRW | 46.44 | 5.15 |
Fees
Fidelity Select Automotive Portfolio has an expense ratio of 0.91 percent.
