Fund of the Week: Fidelity® Select Construction & Housing Portfolio (FSHOX)
Continue to site >
Trending ETFs

Welcome to MutualFunds.com

Please help us personalize your experience and select the one that best describes you.

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.
Not interested

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission

We hope you enjoy your experience

You have successfully subscribed to Advisor Access. Thank you!
Help us personalize your experience.
Which type of investor describes you best?
Help us personalize your experience.
What is your AUM?
Knowing your investable assets will help us build and prioritize features that will suit your investment needs.

Congratulations on personalizing your experience.

Email is verified. Thank you!

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.

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

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

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

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

Advertisement

×

Wait! Do you know all the important aspects of mutual funds?

×

Free Advisor Access newsletter emailed to you.

Receive free and exclusive email updates for financial advisors about best performers, news, CE accredited webcasts and more.

Sign up for Advisor Access

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

Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.