Fidelity Select Leisure
(FDLSX)
-1.11
-0.94%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 117.96 |
| Category | Consumer Cyclical |
| Net Assets | 375.40 Mil |
| Yield | 1.26% |
| Morningstar Risk | Below Average |
| Morningstar Return | Average |
- Last NAV update 5/22/2013 4:00 PM ET
| NA |
|---|
| The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the design, production, or distribution of goods or services in the leisure industries. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 24.25% | 37.88% | 5.85% | 11.40% | 18.95% |
| Value ($) | 12,425.00 | 17,131.59 | 18,133.79 | 20,201.04 | 24,029.14 |
- Year to date performance as of 5/21/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Jean Park |
| Tenure (Years) | 3 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 200.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.83% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 5.59% |
| 3 Months | 12.76% |
| 1 Year | 22.93% |
| 3 Years* | 18.93% |
| 5 Years* | 13.58% |
- * Annualized returns
- Performance as of 5/21/2013 8:00 PM ET
| FDLSX | Consumer Cyclical | |
|---|---|---|
| 5-Yr Return | 13.58% | 9.81% |
| Sharpe Ratio | 0.83 | 0.89 |
| Net Assets | 375.40 Mil | 117.59 Mil |
| Avg Market Cap | 12.20 Bil | 17.59 Bil |
| Avg P/E | 22.83 | 16.75 |
| Portfolio Turnover | 90 | 102 |
| Symbol | Value ($) |
|---|---|
| Stocks | 97.95% |
| Cash | 1.97% |
| Fixed Income | 0.00% |
| Other | 0.09% |
| NAME | % NET ASSETS |
|---|---|
| Starbucks Corporation | 14.35% |
| McDonald's Corporation | 12.98% |
| Las Vegas Sands Corp | 7.56% |
| Wyndham Worldwide Corporation | 7.37% |
| Penn National Gaming | 6.13% |
| Yum Brands Inc | 4.34% |
| Hyatt Hotels Corporation | 4.26% |
| Brinker International, Inc. | 4.01% |
| Starwood Hotels & Resorts Worldwide Inc | 3.57% |
| Panera Bread Company, Inc. Class A | 3.40% |
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