Practice Management
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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.
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% |
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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Practice Management
Practice Management
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
