57.66 Down -0.26 -0.45%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 57.92
Category Consumer Cyclical
Net Assets 796.33 Mil
Yield 0.26%
Morningstar Risk Above Average
Morningstar Return Average
  • Last NAV update 5/22/2013 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in the design and construction of residential, commercial, industrial, and public works facilities, as well as companies engaged in the manufacture, supply, distribution, or sale of construction and housing products or services. 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.
CUMULATIVE PERFORMANCE OF $10,000
  2009 2010 2011 2012 2013
Return 22.92% 21.54% 2.89% 38.01% 18.91%
Value ($) 12,292.00 14,939.70 15,371.46 21,214.15 25,225.75
  • Year to date performance as of 5/21/2013 8:00 PM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Holger Boerner
Tenure (Years) 1
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 200.00
Front Load 0.00
Expense Ratio 0.86%
PERFORMANCE
Symbol Value ($)
1 Month 10.27%
3 Months 12.23%
1 Year 49.42%
3 Years* 23.21%
5 Years* 12.31%
  • * Annualized returns
  • Performance as of 5/21/2013 8:00 PM ET
PEER COMPARISON
  FSHOX Consumer Cyclical
5-Yr Return 12.31% 9.81%
Sharpe Ratio 0.79 0.89
Net Assets 796.33 Mil 117.59 Mil
Avg Market Cap 11.78 Bil 17.59 Bil
Avg P/E 23.71 16.75
Portfolio Turnover 47 102
HOLDINGS
Symbol Value ($)
Stocks 97.95%
Cash 1.86%
Fixed Income 0.00%
Other 0.20%
DATA PROVIDERS

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Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.

Financial data in US dollars | Page generated 12:55 PM ET
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[BRIEFING.COM] Equities have continued their steady rise from the opening lows. The Dow and Nasdaq have been able to climb into the black while the S&P 500 trades with a loss of 0.3%. The technology sector was the first cyclical group to turn positiv ... More
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