Is Fidelity Select Software & IT Services (FSCSX) a Strong Mutual Fund Pick Right Now?
Werte in diesem Artikel
There are plenty of choices in the Sector - Tech category, but where should you start your research? Well, one fund that might be worth investigating is Fidelity Select Software & IT Services (FSCSX). FSCSX bears a Zacks Mutual Fund Rank of 2 (Buy), which is based on various forecasting factors like size, cost, and past performance.ObjectiveFSCSX is part of the Sector - Tech category, which boasts an array of different possible selections. With a much more diversified approach, Sector - Tech mutual funds give investors a way to own a stake in a notoriously risky sector. Tech companies are in various industries like semiconductors, software, internet, and networking, among others.History of Fund/ManagerFidelity is based in Boston, MA, and is the manager of FSCSX. The Fidelity Select Software & IT Services made its debut in July of 1985 and FSCSX has managed to accumulate roughly $10.77 billion in assets, as of the most recently available information. The fund's current manager, Ali Khan, has been in charge of the fund since July of 2014.PerformanceInvestors naturally seek funds with strong performance. This fund has delivered a 5-year annualized total return of 15.11%, and is in the middle third among its category peers. Investors who prefer analyzing shorter time frames should look at its 3-year annualized total return of 5.58%, which places it in the middle third during this time-frame.It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower.When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Compared to the category average of 25.39%, the standard deviation of FSCSX over the past three years is 21.58%. Over the past 5 years, the standard deviation of the fund is 21.74% compared to the category average of 25.14%. This makes the fund less volatile than its peers over the past half-decade.Risk FactorsInvestors should not forget about beta, an important way to measure a mutual fund's risk compared to the market as a whole. FSCSX has a 5-year beta of 1.07, which means it is likely to be more volatile than the market average. Because alpha represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which is the S&P 500 in this case, one should pay attention to this metric as well. FSCSX's 5-year performance has produced a positive alpha of 0.36, which means managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns.ExpensesAs competition heats up in the mutual fund market, costs become increasingly important. Compared to its otherwise identical counterpart, a low-cost product will be an outperformer, all other things being equal. Thus, taking a closer look at cost-related metrics is vital for investors. In terms of fees, FSCSX is a no load fund. It has an expense ratio of 0.62% compared to the category average of 1.26%. From a cost perspective, FSCSX is actually cheaper than its peers.This fund requires a minimum initial investment of $0, while there is no minimum for each subsequent investment.Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included.Bottom LineOverall, Fidelity Select Software & IT Services ( FSCSX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively similar performance, average downside risk, and lower fees, this fund looks like a great potential choice for investors right now.Don't stop here for your research on Sector - Tech funds. We also have plenty more on our site in order to help you find the best possible fund for your portfolio. Make sure to check out www.zacks.com/funds/mutual-funds for more information about the world of funds, and feel free to compare FSCSX to its peers as well for additional information. If you want to check out our stock reports as well, make sure to go to Zacks.com to see all of the great tools we have to offer, including our time-tested Zacks Rank.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2024. While not all picks can be winners, previous recommendations have soared +143.0%, +175.9%, +498.3% and +673.0%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (FSCSX): Fund Analysis ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks
Ausgewählte Hebelprodukte auf Fujitsu
Mit Knock-outs können spekulative Anleger überproportional an Kursbewegungen partizipieren. Wählen Sie einfach den gewünschten Hebel und wir zeigen Ihnen passende Open-End Produkte auf Fujitsu
Der Hebel muss zwischen 2 und 20 liegen
Name | Hebel | KO | Emittent |
---|
Name | Hebel | KO | Emittent |
---|
Quelle: Zacks
Nachrichten zu Fujitsu Ltd.
Analysen zu Fujitsu Ltd.
Datum | Rating | Analyst | |
---|---|---|---|
29.07.2011 | Fujitsu hold | Citigroup Corp. | |
20.06.2011 | Fujitsu outperform | Macquarie Research | |
20.06.2011 | Fujitsu buy | Nomura | |
10.06.2011 | Fujitsu outperform | Macquarie Research | |
05.05.2010 | Fujitsu kaufen | Asia Investor |
Datum | Rating | Analyst | |
---|---|---|---|
20.06.2011 | Fujitsu outperform | Macquarie Research | |
20.06.2011 | Fujitsu buy | Nomura | |
10.06.2011 | Fujitsu outperform | Macquarie Research | |
05.05.2010 | Fujitsu kaufen | Asia Investor | |
09.12.2009 | Fujitsu einsteigen | Asia Investor |
Datum | Rating | Analyst | |
---|---|---|---|
29.07.2011 | Fujitsu hold | Citigroup Corp. | |
04.02.2010 | Fujitsu halten | Asia Investor | |
03.01.2008 | Fujitsu Stopp bei 4,48 Euro | Focus Money | |
09.08.2006 | Fujitsu in Wartestellung bleiben | Asia Investor |
Datum | Rating | Analyst | |
---|---|---|---|
02.11.2006 | Fujitsu Zurückhaltung empfohlen | Asia Investor |
Um die Übersicht zu verbessern, haben Sie die Möglichkeit, die Analysen für Fujitsu Ltd. nach folgenden Kriterien zu filtern.
Alle: Alle Empfehlungen