- Fidelity Select Leisure Portfolio
Fidelity Investments
- US
- Consumer Goods/Services
Summary
The fund seeks capital appreciation by investing in companies in the United States.
The investment process is designed to highlight companies that are engaged in the design, production, or distribution of goods or services in the leisure industries.
The strategy seeks to outperform its benchmark index through active management.
Next, the research team focuses on companies that have competitive moats or secular tailwinds, are in sub-industries where demand is high and supply growth is constrained, and have either superior cash generation or high-return investment opportunities.
Additionally, the team evaluates a company’s financial condition and More
Price
Last Close
$13.72 ( -0.49 )
52 Week HL
$21.02 - $13.72
Net Assets
$698.17 M
Expense Ratio
0.76 %
Sector Allocation
Jun 30, 2021Top 10 Holdings
Jun 30, 2021Company Name
- THE BOOKING
- McDonald& 39
- STARBUCKS CORP
- MARRIOTT INTERNATIONAL
- DOMINOS PIZZA
Holding
Company Name
- HILTON WORLDWIDE
- YUM BRANDS
- CAESARS ENTERTAINMENT
- RESTAURANT BRANDS
- MGM RESORTS
- Total
Holding
- 0%
Manager
Name
Becky Baker
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-19.1 %
3 Year
-8.02%
5 Year
15%
Best
56.46%
1985
Worst
-29.05%
2008
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -3.6% | 8.3% | -32.7% | 14.2% | -1% | 7.1% | 2.6% | 5.3% | 1.1% | 13% | - |
| Q2 | -16.2% | -2.8% | 19.9% | 7.1% | 0.8% | 8% | -3.8% | 2.1% | 1.8% | 4.3% | - |
| Q3 | - | 3.6% | 18.2% | -0.5% | 4.9% | 1.7% | 2.9% | -5.1% | -1.5% | 7.4% | - |
| Q4 | - | -13.8% | 19.9% | -1.9% | -8.7% | 9.9% | 4.7% | 1.3% | 7.2% | 11.8% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -7.4% | 1.6% | 2.6% | -9.1% | -7.7% | - | - | - | - | - | - | - |
| 2021 | -5.2% | 11.7% | 2.2% | - | -0.7% | -2.2% | 2.3% | 0.8% | 0.5% | 3.3% | -5.4% | -8.5% |
+
Annual
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FDLSX | -19% | -3% | 14% | 21% | -7% | 29% | 6% | 3% | 9% | 42% | 11% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -19% | -31% | -1% | -8% | -1% | 10% | -2% | 4% | -5% | 13% | 11% |