Leisure Portfolio Leisure Fund Quote
| FDLSX Fund | USD 22.81 0.07 0.31% |
Performance27 of 100
| Odds Of DistressLess than 13
|
Leisure Portfolio is trading at 22.81 as of the 29th of November 2024; that is 0.31% down since the beginning of the trading day. The fund's open price was 22.88. Leisure Portfolio has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. Equity ratings for Leisure Portfolio Leisure are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of December 2022 and ending today, the 29th 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 design, production, or distribution of goods or services in the leisure industries. The fund invests in domestic and foreign issuers. More on Leisure Portfolio Leisure
Moving together with Leisure Mutual Fund
| 0.77 | IP | International Paper | PairCorr |
| 0.72 | SW | Smurfit WestRock plc | PairCorr |
| 0.83 | DRVN | Driven Brands Holdings | PairCorr |
Moving against Leisure Mutual Fund
Leisure Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Consumer Cyclical Funds, Consumer Cyclical, Fidelity Investments, Large Growth, Consumer Cyclical (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of April 2023 |
| Fiscal Year End | February |
Leisure Portfolio Leisure [FDLSX] is traded in USA and was established 29th of November 2024. Leisure Portfolio 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 635.25 M in assets under management (AUM) with no minimum investment requirementsLeisure Portfolio Leisure is currently producing year-to-date (YTD) return of 24.84% with the current yeild of 0.0%, while the total return for the last 3 years was 12.56%.
Check Leisure 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 Leisure 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 Leisure 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 Leisure Portfolio Leisure 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 Leisure Portfolio Leisure Mutual Fund Constituents
| HGV | Hilton Grand Vacations | Stock | Consumer Discretionary | |
| LVS | Las Vegas Sands | Stock | Consumer Discretionary | |
| YUM | Yum Brands | Stock | Consumer Discretionary | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| RCL | Royal Caribbean Cruises | Stock | Consumer Discretionary | |
| PLNT | Planet Fitness | Stock | Consumer Discretionary | |
| PENN | Penn National Gaming | Stock | Consumer Discretionary | |
| MTN | Vail Resorts | Stock | Consumer Discretionary |
Leisure Portfolio Leisure Risk Profiles
| Mean Deviation | 0.6285 | |||
| Semi Deviation | 0.4354 | |||
| Standard Deviation | 0.8008 | |||
| Variance | 0.6413 |
Leisure Portfolio Against Markets
Other Information on Investing in Leisure Mutual Fund
Leisure Portfolio financial ratios help investors to determine whether Leisure 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 Leisure with respect to the benefits of owning Leisure Portfolio security.
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