• Fidelity Select Leisure Portfolio

Fidelity Investments

  • US
  • Consumer Goods/Services

Fidelity Select Leisure Portfolio

FDLSX

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, 2021

Top 10 Holdings

Jun 30, 2021

Company 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

Documents

Prospectus

Summary

Annual Reports

Website

Link

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%

FDLSX S&P 500

Chart +