🔮 Better than the Oracle? Our Fair Value found this +42% bagger 5 months before Buffett bought itRead More

How Is Fidelity Select Consumer Staples Portfolio Fund (FDFAX) Performing?

Published 08/21/2016, 09:05 PM
Updated 07/09/2023, 06:31 AM
BATS
-

Fidelity Select Consumer Staples Portfolio Fund (FDFAX) a Zacks Rank #1 (Strong Buy) was incepted in June 1990 and is managed by the Fidelity Group. FDFAX usually invests in large blend companies. The objective of FDFAX is to seek capital appreciation. FDFAX normally invests at least 80% of its assets in common stocks of companies principally engaged in the manufacture and distribution of goods and services to consumers both domestically and internationally.

This Sector - Other product, as of the last filing, allocates their fund in three major groups; Large Growth, Intermediate Bond and Emerging Market. Further, as of the last filing, Procter & Gamble Co, British American Tobacco (LON:BATS) Sp A and CVS Caremark Corp were the top holdings for FDFAX.

The Fidelity Select Consumer Staples Portfolio fund, managed by Fidelity, carries an expense ratio of 0.76%. Moreover, FDFAX requires a minimal initial investment of $2,500.

FDFAX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 10.03% and 5 year 12.94%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.

FDFAX’s performance, as of the last filing, when compared to funds in its category was in the top 16% in 1 year, top 13% over the past 3 years, and in the 23% over the past 5 years.

Want key mutual fund info delivered straight to your inbox?

Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>


View All Zacks #1 Ranked Mutual Funds

Get Your Free (FDFAX): Fund Analysis Report

Original post

Zacks Investment Research

Latest comments

Loading next article…
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.