15.04 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 15.04
Category Financial
Net Assets 233.35 Mil
Yield 2.12%
Morningstar Risk Average
Morningstar Return Below Average
  • Last NAV update 4/17/2014 4:00 PM ET
INVESTMENT OBJECTIVE
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 providing products and services associated with consumer finance. 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.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 5.93% -0.99% 34.46% 32.57% -1.67%
Value ($) 10,592.60 10,487.26 14,101.49 18,695.00 18,382.29
  • Year to date performance as of 4/17/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Shilpa Mehra
Tenure (Years) 2
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 200.00
Front Load 0.00
Expense Ratio 0.86%
PERFORMANCE
Symbol Value ($)
1 Month -1.91%
3 Months -1.07%
1 Year 22.34%
3 Years* 18.18%
5 Years* 16.88%
  • * Annualized returns
  • Performance as of 4/17/2014 12:00 AM ET
PEER COMPARISON
  FSVLX Financial
5-Yr Return 16.88% 15.18%
Sharpe Ratio 1.36 1.82
Net Assets 233.35 Mil 110.65 Mil
Avg Market Cap 19.00 Bil 32.48 Bil
Avg P/E 12.88 14.93
Portfolio Turnover 79 124
HOLDINGS
Symbol Value ($)
Stocks 100.00%
Cash 0.00%
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.

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