Materials Portfolio Materials Fund Quote
| FSDPX Fund | USD 102.98 0.81 0.79% |
Performance6 of 100
| Odds Of DistressLess than 19
|
Materials Portfolio is trading at 102.98 as of the 26th of November 2024; that is 0.79% increase since the beginning of the trading day. The fund's open price was 102.17. Materials Portfolio has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Materials Portfolio Materials are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th 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, mining, processing, or distribution of raw materials and intermediate goods. The fund invests in domestic and foreign issuers. More on Materials Portfolio Materials
Moving together with Materials Mutual Fund
Materials Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Natural Resources Funds, Natural Resources, Fidelity Investments, Large, Natural Resources (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of April 2023 |
| Fiscal Year End | February |
Materials Portfolio Materials [FSDPX] is traded in USA and was established 26th of November 2024. Materials Portfolio is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Natural Resources category and is part of Fidelity Investments family. This fund currently has accumulated 1 B in assets under management (AUM) with no minimum investment requirementsMaterials Portfolio is currently producing year-to-date (YTD) return of 8.92% with the current yeild of 0.01%, while the total return for the last 3 years was 2.62%.
Check Materials Portfolio 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 Materials 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 Materials 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 Materials Portfolio Materials 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 Materials Portfolio Materials Mutual Fund Constituents
| FCX | Freeport McMoran Copper Gold | Stock | Materials | |
| ECL | Ecolab Inc | Stock | Materials | |
| EXP | Eagle Materials | Stock | Materials | |
| CCK | Crown Holdings | Stock | Materials | |
| VMC | Vulcan Materials | Stock | Materials | |
| CTVA | Corteva | Stock | Materials | |
| MLM | Martin Marietta Materials | Stock | Materials | |
| IFF | International Flavors Fragrances | Stock | Materials |
Materials Portfolio Risk Profiles
| Mean Deviation | 0.7577 | |||
| Semi Deviation | 0.8802 | |||
| Standard Deviation | 0.973 | |||
| Variance | 0.9468 |
Materials Portfolio Against Markets
Other Information on Investing in Materials Mutual Fund
Materials Portfolio financial ratios help investors to determine whether Materials 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 Materials with respect to the benefits of owning Materials Portfolio security.
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |