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Mutual Funds Weekly Roundup: August 2
Brian Mathews
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The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in research, design, production, or distribution of products or processes that relate to software or information-based services. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.
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| Period | FSCSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 22.7% | -17.1% | 56.6% | 58.62% |
| 1 Yr | 29.2% | -12.1% | 56.8% | 46.78% |
| 3 Yr | 15.5%* | -15.2% | 27.6% | 30.82% |
| 5 Yr | 16.4%* | -13.2% | 27.1% | 36.11% |
| 10 Yr | 12.1%* | -1.1% | 19.7% | 46.49% |
* Annualized
| Period | FSCSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 21.7% | -3.0% | 62.7% | 75.88% |
| 2018 | -1.8% | -49.7% | 4.3% | 8.75% |
| 2017 | 28.6% | -17.3% | 55.5% | 50.33% |
| 2016 | 6.1% | -17.1% | 32.1% | 52.08% |
| 2015 | 4.7% | -17.6% | 11.6% | 25.69% |
| Period | FSCSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 22.7% | -17.1% | 56.6% | 58.62% |
| 1 Yr | 29.2% | -12.1% | 56.8% | 46.78% |
| 3 Yr | 18.1%* | -15.2% | 30.8% | 33.96% |
| 5 Yr | 20.2%* | -13.2% | 35.2% | 35.42% |
| 10 Yr | 19.5%* | -1.1% | 23.6% | 7.02% |
* Annualized
| Period | FSCSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 21.7% | -3.0% | 62.7% | 75.88% |
| 2018 | 0.2% | -49.7% | 5.1% | 23.13% |
| 2017 | 38.6% | -17.3% | 55.5% | 24.84% |
| 2016 | 10.3% | -17.1% | 32.8% | 41.67% |
| 2015 | 10.5% | -13.9% | 83.1% | 10.42% |
| FSCSX | Category Low | Category High | FSCSX % Rank | |
|---|---|---|---|---|
| Net Assets | 11.6 B | 75.8 K | 44 B | 1.08% |
| Number of Holdings | 67 | 22 | 352 | 49.73% |
| Net Assets in Top 10 | 6.56 B | 33.5 K | 23.2 B | 1.08% |
| Weighting of Top 10 | 62.64% | 18.2% | 88.1% | 9.73% |
| Weighting | Return Low | Return High | FSCSX % Rank | |
|---|---|---|---|---|
| Stocks | 96.38% | 79.43% | 100.13% | 70.27% |
| Cash | 3.62% | -0.18% | 20.57% | 28.11% |
| Preferred Stocks | 0.00% | 0.00% | 0.53% | 17.84% |
| Other | 0.00% | -1.68% | 9.76% | 20.54% |
| Convertible Bonds | 0.00% | 0.00% | 0.08% | 14.59% |
| Bonds | 0.00% | 0.00% | 0.22% | 19.46% |
| Weighting | Return Low | Return High | FSCSX % Rank | |
|---|---|---|---|---|
| Technology | 71.88% | 30.43% | 99.36% | 24.86% |
| Financial Services | 17.69% | 0.00% | 41.50% | 2.70% |
| Communication Services | 7.88% | 0.00% | 36.30% | 76.22% |
| Industrials | 1.67% | 0.00% | 46.04% | 43.24% |
| Consumer Cyclical | 0.88% | 0.00% | 31.80% | 88.65% |
| Utilities | 0.00% | 0.00% | 5.11% | 11.89% |
| Real Estate | 0.00% | 0.00% | 8.00% | 52.43% |
| Healthcare | 0.00% | 0.00% | 33.97% | 65.41% |
| Energy | 0.00% | 0.00% | 0.98% | 17.30% |
| Consumer Defense | 0.00% | 0.00% | 12.80% | 32.43% |
| Basic Materials | 0.00% | 0.00% | 1.08% | 27.03% |
| Weighting | Return Low | Return High | FSCSX % Rank | |
|---|---|---|---|---|
| US | 93.87% | 37.80% | 98.65% | 5.95% |
| Non US | 2.51% | 0.92% | 58.51% | 95.68% |
| FSCSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.70% | 0.10% | 26.92% | 94.92% |
| Management Fee | 0.54% | 0.00% | 1.95% | 8.15% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.04% | 0.50% | N/A |
| FSCSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 2.50% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 5.00% | N/A |
| FSCSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 1.00% | 2.00% | 67.50% |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| FSCSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 23.00% | 0.00% | 732.00% | 8.77% |
| FSCSX | Category Low | Category High | FSCSX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 6.88% | 12.43% |
| FSCSX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Monthly | Annually |
| FSCSX | Category Low | Category High | FSCSX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 0.98% | -2.08% | 1.95% | 3.35% |
| FSCSX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Annually | Annually |
Start Date
Tenure
Tenure Rank
Jul 01, 2014
6.17
6.2%
Ali Khan is a research analyst and portfolio manager in the Equity division at Fidelity Investments. In this role, Mr. Khan manages Fidelity Information Technology Central Fund, along with the technology sleeves of the FIAM Small/Mid Cap Core Fund and the IT and Telecom sleeves of the Fidelity Stock Selector Mid-Cap Fund. He also manages the Fidelity Select Software and IT services portfolio and provides research coverage for the software industry including Apple, Microsoft, Oracle, Adobe, and Salesforce.com. Additionally, he co-manages the Fidelity Stock Selector All Cap Fund. Mr. Khan earned his bachelor of arts degree in economics and political science from Amherst College.
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.09 | 30.68 | 7.0 | 0.38 |
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