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Fund of the Week: Fidelity® Select Construction & Housing Portfolio (FSHOX)

Shauna O'Brien

|

Fidelity Investments logo
This week, the housing market was once again in the spotlight. On Monday, we saw a 1.2% increase in existing home sales for February, compared to a 4.9% decline in January. On Tuesday, February new home sales increased 8% – the highest jump in seven years.The continued recovery of the housing market has helped home builders, as well as other real estate related businesses.
We have chosen the Fidelity Select Construction & Housing Portfolio (FSHOX) for this week’s fund of the week.

Inside the Fund

The fund was launched in 1986 and is managed by Holger Boerner. Currently, it has about $419 million in assets under management (AUM).

The fund is composed of stocks from from the consumer cyclical, industrials, real estate and basic materials sectors.

Historical Performance

2010 2011 2012 2013 2014
21.54% 2.89% 38.01% 21.25% 15.74%
Largest Holdings

Nearly half of the fund’s assets are in its top five holdings. While these securities are primarily home improvement retailers and real estate investment trusts (REITs), the fund boasts holdings from all corners of the home builder industry.

Symbol Stock Portfolio Weight 2015 Performance
HD Home Depot 24.68% +11%
LOW Lowe's 11.33% +10%
UDR UDR Inc 4.49% +13%
ESS Essex Property Trust 3.98% +15%
ACC American Campus Communities 5.21% +3%

The Bottom Line

For investors seeking exposure to the housing market, this fund could be a good and balanced choice. The fund allows investors to gain exposure to real estate, home improvement retailers, material companies and home builders.

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Fidelity Investments logo

Fund of the Week: Fidelity® Select Construction & Housing Portfolio (FSHOX)

Shauna O'Brien

|

This week, the housing market was once again in the spotlight. On Monday, we saw a 1.2% increase in existing home sales for February, compared to a 4.9% decline in January. On Tuesday, February new home sales increased 8% – the highest jump in seven years.The continued recovery of the housing market has helped home builders, as well as other real estate related businesses.
We have chosen the Fidelity Select Construction & Housing Portfolio (FSHOX) for this week’s fund of the week.

Inside the Fund

The fund was launched in 1986 and is managed by Holger Boerner. Currently, it has about $419 million in assets under management (AUM).

The fund is composed of stocks from from the consumer cyclical, industrials, real estate and basic materials sectors.

Historical Performance

2010 2011 2012 2013 2014
21.54% 2.89% 38.01% 21.25% 15.74%
Largest Holdings

Nearly half of the fund’s assets are in its top five holdings. While these securities are primarily home improvement retailers and real estate investment trusts (REITs), the fund boasts holdings from all corners of the home builder industry.

Symbol Stock Portfolio Weight 2015 Performance
HD Home Depot 24.68% +11%
LOW Lowe's 11.33% +10%
UDR UDR Inc 4.49% +13%
ESS Essex Property Trust 3.98% +15%
ACC American Campus Communities 5.21% +3%

The Bottom Line

For investors seeking exposure to the housing market, this fund could be a good and balanced choice. The fund allows investors to gain exposure to real estate, home improvement retailers, material companies and home builders.

If you’ve enjoyed this article, sign up for the free MutualFunds.com newsletter; we’ll send you similar content weekly.

Sign up for Advisor Access

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

Popular Articles

Read Next

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