Consumer Staples Portfolio Fund Quote
| FDFAX Fund | USD 89.06 0.91 1.01% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Consumer Staples is trading at 89.06 as of the 1st of February 2025; that is 1.01% down since the beginning of the trading day. The fund's open price was 89.97. Consumer Staples has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
The fund invests at least 80 percent of assets in securities of companies principally engaged in the manufacture, sale, or distribution of consumer staples. It invests in domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments. More on Consumer Staples Portfolio
Moving together with Consumer Mutual Fund
| 0.75 | BG | Bunge Limited Earnings Call This Week | PairCorr |
| 0.9 | CL | Colgate Palmolive | PairCorr |
| 0.75 | DG | Dollar General | PairCorr |
Moving against Consumer Mutual Fund
Consumer Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Consumer Defensive Funds, Consumer Defensive, Fidelity Investments, Large Value, Consumer Defensive (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of April 2023 |
| Fiscal Year End | February |
Consumer Staples Portfolio [FDFAX] is traded in USA and was established 1st of February 2025. Consumer Staples is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Consumer Defensive category and is part of Fidelity Investments family. This fund currently has accumulated 1.59 B in assets under management (AUM) with no minimum investment requirementsConsumer Staples Por is currently producing year-to-date (YTD) return of 6.17% with the current yeild of 0.02%, while the total return for the last 3 years was 1.91%.
Check Consumer Staples Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Consumer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Consumer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Consumer Staples Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Consumer Staples Portfolio Mutual Fund Constituents
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| BG | Bunge Limited | Stock | Consumer Staples | |
| CL | Colgate Palmolive | Stock | Consumer Staples | |
| CVS | CVS Health Corp | Stock | Health Care | |
| LW | Lamb Weston Holdings | Stock | Consumer Staples | |
| WMT | Walmart | Stock | Consumer Staples | |
| STZ | Constellation Brands Class | Stock | Consumer Staples | |
| SPB | Spectrum Brands Holdings | Stock | Consumer Staples |
Consumer Staples Por Risk Profiles
| Mean Deviation | 0.7089 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 | |||
| Risk Adjusted Performance | (0.11) |
Consumer Staples Against Markets
Other Information on Investing in Consumer Mutual Fund
Consumer Staples financial ratios help investors to determine whether Consumer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Consumer with respect to the benefits of owning Consumer Staples security.
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