MyPlanIQ Major Brokerage Investor kpedrotti Fidelity Select Funds

kpedrotti Fidelity Select Funds

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples
Industrials FSRFX Fidelity Select Transportation
Utilities FSUTX Fidelity Select Utilities Portfolio
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples
Industrials FSRFX Fidelity Select Transportation
Utilities FSUTX Fidelity Select Utilities Portfolio
Equity Energy FSENX Fidelity Select Energy
Natural Resources FSDPX Fidelity Select Materials
Communications FSTCX Fidelity Select Telecommunications
Industrials FCYIX Fidelity Select Industrials
Health FSPHX Fidelity Select Health Care
Technology FSPTX Fidelity Select Technology
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary
Financial FIDSX Fidelity Select Financial Services
Total Available Funds: 11
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples 97% 1 60 0 1.01% 1.86%
Industrials FSRFX Fidelity Select Transportation 96% 1 60 0 0.76% 1.57%
Utilities FSUTX Fidelity Select Utilities Portfolio 77% 1 60 0 0.74% 2.75%
Equity Energy FSENX Fidelity Select Energy 75% 1 60 0 0.83% 0%
Natural Resources FSDPX Fidelity Select Materials 75% 1 60 0 0.76% 4.14%
Communications FSTCX Fidelity Select Telecommunications 74% 1 60 0 1.13% 3.03%
Industrials FCYIX Fidelity Select Industrials 74% 1 60 0 0.76% 0.72%
Health FSPHX Fidelity Select Health Care 73% 1 60 0 0.69% 0%
Technology FSPTX Fidelity Select Technology 73% 1 60 0 0.7% 0.01%
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary 71% 1 60 0 0.76% 1.1%
Financial FIDSX Fidelity Select Financial Services 69% 1 60 0 0.75% 1.22%
Average Expense Ratio: 0.81%
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Model Portfolios

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 41 funds. It covers 0 major asset classes and 13 minor asset classes. The major asset classes it covers are.

This plan consists of all Fidelity Select funds which are required to be held for at least 30 days. The model portfolios are only for risk profile 0: Fidelity Select fund rotation. 



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