55.99
+0.54
+0.97%
+0.54
+0.97%
MORE ON FSHOX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 55.45 |
| Category | Consumer Cyclical |
| Net Assets | 847.67 Mil |
| Yield | 0.25% |
| Morningstar Risk | Above Average |
| Morningstar Return | Above Average |
- Last NAV update 6/19/2013 1:16 AM 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 $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 22.92% | 21.54% | 2.89% | 38.01% | 15.46% |
| Value ($) | 12,292.24 | 14,939.92 | 15,371.56 | 21,213.95 | 24,493.89 |
- Year to date performance as of 6/18/2013 12:00 AM 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 | -3.03% |
| 3 Months | 4.84% |
| 1 Year | 40.10% |
| 3 Years* | 23.29% |
| 5 Years* | 12.49% |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| FSHOX | Consumer Cyclical | |
|---|---|---|
| 5-Yr Return | 12.49% | 11.98% |
| Sharpe Ratio | 1.04 | 3.35 |
| Net Assets | 847.67 Mil | 127.00 Mil |
| Avg Market Cap | 11.91 Bil | 14.62 Bil |
| Avg P/E | 22.94 | 18.06 |
| Portfolio Turnover | 47 | 100 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 100.00% |
| Cash | 0.00% |
| Fixed Income | 0.00% |
| Other | 0.00% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Home Depot, Inc. | 25.02% |
| Lowe's Companies Inc. | 10.48% |
| Fluor Corporation | 2.94% |
| Vulcan Materials Company | 2.65% |
| Lennar Corporation | 2.53% |
| Essex Property Trust | 2.45% |
| AvalonBay Communities Inc | 2.38% |
| DR Horton Inc | 2.38% |
| Toll Brothers Inc | 2.35% |
| Apartment Investment & Management | 2.33% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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