• Fidelity Select Consumer Discretionary Portfolio

Fidelity Investments

  • US
  • Consumer Goods/Services

Fidelity Select Consumer Discretionary Portfolio

FSCPX

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 manufacture and distribution of consumer discretionary products and services.

The strategy seeks to outperform its benchmark index through active management.

Then the research team focuses on companies with attributes such as a tailwind from improving consumer macro trends, market-share gains, a technology lead relative to peers, improving margins, increasing returns of capital to shareholders, and reasonable valuation.

Additionally, the team evaluates a company’s financial condition and industry position, More

Price

Last Close

$45.95 ( -1.21 )

52 Week HL

$79.29 - $44.29

Net Assets

$675.4 M

Expense Ratio

0.76 %

Sector Allocation

Jun 30, 2021

Top 10 Holdings

Jun 30, 2021

Company Name

  • Amazon Com
  • Tesla Inc
  • Home Depot
  • Nike Inc
  • CAPRI HOLDINGS

Holding

Company Name

  • LOWES COS
  • STARBUCKS CORP
  • TAPESTRY INC
  • BURLINGTON STORES
  • THE BOOKING
  • Total

Holding

  • 0%

Manager

Name

Katherine Shaw

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Summary

Annual Reports

Website

Link

Performance

YTD

-38.7 %

3 Year

-10.27%

5 Year

24.87%

Best

38.12%
2009

Worst

-38.68%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -8.2% 6.3% -21.6% 15.2% 2.7% 6.7% 0.4% 4.2% -0.2% 11.6% -
Q2 -26.2% 1.4% 31.9% 1.2% 10.1% 2.3% -0.6% 1.2% 1.9% 7.8% -
Q3 - 1.6% 14.6% -0.1% 7% 0.8% 4.2% -5.2% -1.5% 7.5% -
Q4 - 2.1% 13.2% 4.8% -15.7% 11.1% 0.3% 5.4% 10.1% 9.2% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -14.1% 6.8% 0.1% -20.9% -15.6% - - - - - - -
2021 -0.2% 2.9% 3.5% 2.4% -3.5% 2.6% - 1.4% 0.2% 3.3% 0.8% -4.3%

+
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
FSCPX -39%9%34%24%-1%22%4%5%10%-21%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -39%-20%18%-4%5%3%-4%6%-3%-21%

FSCPX S&P 500

Chart +