Consumer Discretionary Portfolio Fund Quote
| FSCPX Fund | USD 69.69 1.01 1.47% |
Performance14 of 100
| Odds Of DistressLess than 16
|
Consumer Discretionary is trading at 69.69 as of the 25th of November 2024; that is 1.47% increase since the beginning of the trading day. The fund's open price was 68.68. Consumer Discretionary has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Consumer Discretionary Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests primarily in common stocks. It invests at least 80 percent of assets in securities of companies principally engaged in the manufacture and distribution of consumer discretionary products and services. The fund invests in domestic and foreign issuers. More on Consumer Discretionary Portfolio
Moving together with Consumer Mutual Fund
| 0.76 | IP | International Paper | PairCorr |
| 0.76 | SW | Smurfit WestRock plc | PairCorr |
| 0.86 | DRVN | Driven Brands Holdings | PairCorr |
Moving against Consumer Mutual Fund
Consumer Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Consumer Cyclical Funds, Consumer Cyclical, Fidelity Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of April 2023 |
| Fiscal Year End | February |
Consumer Discretionary Portfolio [FSCPX] is traded in USA and was established 25th of November 2024. Consumer Discretionary is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Consumer Cyclical category and is part of Fidelity Investments family. This fund currently has accumulated 470.04 M in assets under management (AUM) with no minimum investment requirementsConsumer Discretionary is currently producing year-to-date (YTD) return of 20.24% with the current yeild of 0.0%, while the total return for the last 3 years was 2.37%.
Check Consumer Discretionary 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 Discretionary 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 Discretionary Portfolio Mutual Fund Constituents
| ROST | Ross Stores | Stock | Consumer Discretionary | |
| LB | LandBridge Company LLC | Stock | Consumer Discretionary | |
| NFLX | Netflix | Stock | Communication Services | |
| CHTR | Charter Communications | Stock | Communication Services | |
| MAR | Marriott International | Stock | Consumer Discretionary | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| TPR | Tapestry | Stock | Consumer Discretionary |
Consumer Discretionary Risk Profiles
| Mean Deviation | 0.8809 | |||
| Semi Deviation | 0.7936 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.22 |
Consumer Discretionary Against Markets
Other Information on Investing in Consumer Mutual Fund
Consumer Discretionary 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 Discretionary security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |