Industrials Portfolio is trading at 46.18 as of the 1st of December 2024; that is 0.52% increase since the beginning of the trading day. The fund's open price was 45.94. Industrials Portfolio has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Industrials Portfolio Industrials are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests primarily in common stocks. It normally invests at least 80 percent of assets in securities of companies principally engaged in the research, development, manufacture, distribution, supply, or sale of industrial products, services, or equipment. More on Industrials Portfolio Industrials
Industrials Portfolio Industrials [FCYIX] is traded in USA and was established 1st of December 2024. Industrials Portfolio is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Industrials category and is part of Fidelity Investments family. This fund currently has accumulated 467.59 M in assets under management (AUM) with no minimum investment requirementsIndustrials Portfolio is currently producing year-to-date (YTD) return of 34.54% with the current yeild of 0.0%, while the total return for the last 3 years was 13.84%.
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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 Industrials 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 Industrials 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 Industrials Portfolio Industrials 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 Industrials Portfolio Industrials Mutual Fund Constituents
Other Information on Investing in Industrials Mutual Fund
Industrials Portfolio financial ratios help investors to determine whether Industrials 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 Industrials with respect to the benefits of owning Industrials Portfolio security.