Fund of the Week: Fidelity Select Retailing Portfolio Fund (FSRPX)

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Fund of the Week: Fidelity Select Retailing Portfolio Fund (FSRPX)

Shauna O'Brien

|

Fidelity Mutual Fund Logo
Black Friday is just days away, marking the unofficial start of the holiday shopping season. As the holiday season progresses, all eyes are on retail stocks. This week, we have chosen the Fidelity Select Retailing Portfolio Fund (FSRPX) for the fund of the week.

Inside the Fund

The Fidelity Select Retailing Portfolio Fund was launched in 1985 and is managed by Peter Dixon and Deena Friedman. The fund currently has $763 million in assets under management (AUM).

The fund focuses on medium to large sized companies in the retail industry.

Historical Performance

2010 2011 2012 2013 YTD
28.06% 3.36% 24.83% 43.93% 3.32%
Fidelity Select Retailing Portfolio Fund Largest Holdings

Over half of the fund’s portfolio is made up of its top five holdings. The YTD performance of these stocks are mixed.

Symbol Stock Portfolio Weight YTD Performance
HD Home Depot 18.9% +17%
PCLN Priceline 11.04% +0.50%
AMZN Amazon 9.39% -16%
TJX TJX Companies 9.19% +0.90%
LB L Brands 5.46% +29%

The Bottom Line

This fund is a great way for investors to gain exposure to the retail industry during the so-called “Santa Claus rally.” By purchasing this fund, or a similar fund, investors are able to be exposed to the industry while remaining diversified.

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Fidelity Mutual Fund Logo

Fund of the Week: Fidelity Select Retailing Portfolio Fund (FSRPX)

Shauna O'Brien

|

Black Friday is just days away, marking the unofficial start of the holiday shopping season. As the holiday season progresses, all eyes are on retail stocks. This week, we have chosen the Fidelity Select Retailing Portfolio Fund (FSRPX) for the fund of the week.

Inside the Fund

The Fidelity Select Retailing Portfolio Fund was launched in 1985 and is managed by Peter Dixon and Deena Friedman. The fund currently has $763 million in assets under management (AUM).

The fund focuses on medium to large sized companies in the retail industry.

Historical Performance

2010 2011 2012 2013 YTD
28.06% 3.36% 24.83% 43.93% 3.32%
Fidelity Select Retailing Portfolio Fund Largest Holdings

Over half of the fund’s portfolio is made up of its top five holdings. The YTD performance of these stocks are mixed.

Symbol Stock Portfolio Weight YTD Performance
HD Home Depot 18.9% +17%
PCLN Priceline 11.04% +0.50%
AMZN Amazon 9.39% -16%
TJX TJX Companies 9.19% +0.90%
LB L Brands 5.46% +29%

The Bottom Line

This fund is a great way for investors to gain exposure to the retail industry during the so-called “Santa Claus rally.” By purchasing this fund, or a similar fund, investors are able to be exposed to the industry while remaining diversified.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Read Next

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