53.64 Down -0.33 -0.61%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 53.97
Category Consumer Cyclical
Net Assets 327.36 Mil
Yield 0.56%
Morningstar Risk Above Average
Morningstar Return Average
  • Last NAV update 7/25/2014 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 $10,000
  2010 2011 2012 2013 2014
Return 21.54% 2.89% 38.01% 21.25% 3.08%
Value ($) 12,153.94 12,505.08 17,257.99 20,925.28 21,569.23
  • Year to date performance as of 7/25/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Holger Boerner
Tenure (Years) 2
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 500.00
Front Load 0.00
Expense Ratio 0.81%
PERFORMANCE
Symbol Value ($)
1 Month -0.13%
3 Months 2.04%
1 Year 8.73%
3 Years* 19.63%
5 Years* 19.54%
  • * Annualized returns
  • Performance as of 7/25/2014 12:00 AM ET
PEER COMPARISON
  FSHOX Consumer Cyclical
5-Yr Return 19.54% 20.72%
Sharpe Ratio 1.16 1.40
Net Assets 327.36 Mil 179.94 Mil
Avg Market Cap 13.53 Bil 20.36 Bil
Avg P/E 19.91 17.84
Portfolio Turnover 53 219
HOLDINGS
Symbol Value ($)
Stocks 99.91%
Cash 0.09%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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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.

Financial data in US dollars | Page generated 4:29 AM ET
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