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How Has the Fidelity Select Consumer Discretionary Portfolio Performed?

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About the fund

The Fidelity Select Consumer Discretionary Portfolio (FSCPX) is an open-ended mutual fund that invests in companies that manufacture and distribute consumer discretionary goods and services. The fund has major holdings in United States equities with only ~10% in other developed nations and emerging market equities. The Fidelity Select Consumer Discretionary Portfolio (FSCPX) aims towards capital appreciation in its investments.

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Performance

The Fidelity Select Consumer Discretionary Portfolio (FSCPX) has returned -2.19% on a YTD (year-to-date) basis, which may seem low, but when we compare it to the performance of the S&P 500 (SPX) and the SPDR S&P Retail ETF (XRT), the performance is much better. Returns from the last three years have been 15.31%. The Sharpe ratio of the fund is 1.50, and the standard deviation of the returns has been 11.90.

Holdings

The Fidelity Select Consumer Discretionary Portfolio (FSCPX) has holdings in 59 stocks as of July 31, 2015. Most of its investments are in the consumer discretionary sector, and its exposure to the sector has never been less than 80%. The top five holdings of the fund are the Walt Disney Company (DIS) with a weight of 8.272%, Amazon (AMZN) with a weight of 7.066%, Comcast (CMCSA) with a weight of 5.534%, Nike (NKE) with a weight of 4.937%, and Home Depot (HD) with a weight of 4.907%.

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