Retailing Portfolio is trading at 19.30 as of the 25th of March 2025; that is 2.99% increase since the beginning of the trading day. The fund's open price was 18.74. Retailing Portfolio has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. 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 merchandising finished goods and services primarily to individual consumers. The fund invests in domestic and foreign issuers. More on Retailing Portfolio Retailing
Retailing Portfolio Retailing [FSRPX] is traded in USA and was established 25th of March 2025. Retailing 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 2.83 B in assets under management (AUM) with no minimum investment requirementsRetailing Portfolio is currently producing year-to-date (YTD) return of 1.17% with the current yeild of 0.0%, while the total return for the last 3 years was 4.64%.
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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 Retailing 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 Retailing 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 Retailing Portfolio Retailing 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.
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Other Information on Investing in Retailing Mutual Fund
Retailing Portfolio financial ratios help investors to determine whether Retailing 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 Retailing with respect to the benefits of owning Retailing Portfolio security.