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Yahoo
16 hours ago
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Is Fidelity Select Portfolio Medical Technology and Devices (FSMEX) a Strong Mutual Fund Pick Right Now?
If you have been looking for Sector - Health funds, a place to start could be Fidelity Select Portfolio Medical Technology and Devices (FSMEX). FSMEX has a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. Zacks categorizes FSMEX as Sector - Health, a segment packed with options. Sector - Health mutual funds offer investors a focus on the healthcare industry, one of the largest sectors in the American economy. These funds can include everything from pharmaceutical companies to medical device manufacturers and for-profit hospitals. Fidelity is responsible for FSMEX, and the company is based out of Boston, MA. Fidelity Select Portfolio Medical Technology and Devices made its debut in April of 1998, and since then, FSMEX has accumulated about $4.48 billion in assets, per the most up-to-date date available. The fund is currently managed by Edward Yoon who has been in charge of the fund since May of 2007. Investors naturally seek funds with strong performance. This fund has delivered a 5-year annualized total return of 5.12%, and it sits in the middle third among its category peers. If you're interested in shorter time frames, do not dismiss looking at the fund's 3 -year annualized total return of 3.37%, which places it in the bottom 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. Over the past three years, FSMEX's standard deviation comes in at 18.22%, compared to the category average of 15.64%. Over the past 5 years, the standard deviation of the fund is 19.24% compared to the category average of 16.64%. This makes the fund more volatile than its peers over the past half-decade. Investors should note that the fund has a 5-year beta of 0.92, which means it is hypothetically less volatile than the market at large. Alpha is an additional metric to take into consideration, since it represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which in this case, is the S&P 500. With a negative alpha of -7.95, managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns. Costs are increasingly important for mutual fund investing, and particularly as competition heats up in this market. And all things being equal, a lower cost product will outperform its otherwise identical counterpart, so taking a closer look at these metrics is key for investors. In terms of fees, FSMEX is a no load fund. It has an expense ratio of 0.63% compared to the category average of 1.11%. Looking at the fund from a cost perspective, FSMEX is actually cheaper than its peers. While the minimum initial investment for the product is $0, investors should also note that 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. Overall, Fidelity Select Portfolio Medical Technology and Devices ( FSMEX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively similar performance, average downside risk, and lower fees, Fidelity Select Portfolio Medical Technology and Devices ( FSMEX ) looks like a great potential choice for investors right now. Your research on the Sector - Health segment doesn't have to stop here. You can check out all the great mutual fund tools we have to offer by going to to see the additional features we offer as well for additional information. For analysis of the rest of your portfolio, make sure to visit for our full suite of tools which will help you investigate all of your stocks and funds in one place. 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 (FSMEX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
2 days ago
- Business
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Is Fidelity Select Gold Portfolio (FSAGX) a Strong Mutual Fund Pick Right Now?
Any investors hoping to find a Sector - Precious Metal fund could think about starting with Fidelity Select Gold Portfolio (FSAGX). FSAGX possesses a Zacks Mutual Fund Rank of 2 (Buy), which is based on various forecasting factors like size, cost, and past performance. FSAGX is classified in the Sector - Precious Metal segment by Zacks, an area full of potential. Sector - Precious Metal mutual funds normally invest in stocks focused on the mining and production of precious metals such as gold, silver, platinum, and palladium. Often times, stocks here trade as leveraged bets of the underlying commodity, so they are tied to the prices of the metal, and can be quite volatile, too. FSAGX finds itself in the Fidelity family, based out of Boston, MA. Since Fidelity Select Gold Portfolio made its debut in December of 1985, FSAGX has garnered more than $1.84 billion in assets. The fund is currently managed by Ryan Oldham who has been in charge of the fund since November of 2024. Of course, investors look for strong performance in funds. This fund carries a 5-year annualized total return of 7.95%, and it sits in the bottom third among its category peers. Investors who prefer analyzing shorter time frames should look at its 3-year annualized total return of 11.23%, which places it in the bottom 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. Over the past three years, FSAGX's standard deviation comes in at 30.47%, compared to the category average of 16.61%. Over the past 5 years, the standard deviation of the fund is 29.73% compared to the category average of 16.28%. This makes the fund more volatile than its peers over the past half-decade. With a 5-year beta of 0.54, the fund is likely to be less volatile than the market average. Another factor to consider is alpha, as it reflects a portfolio's performance on a risk-adjusted basis relative to a benchmark-in this case, the S&P 500. Over the past 5 years, the fund has a positive alpha of 2.16. This means that managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. For investors, taking a closer look at cost-related metrics is key, since costs are increasingly important for mutual fund investing. Competition is heating up in this space, and a lower cost product will likely outperform its otherwise identical counterpart, all things being equal. In terms of fees, FSAGX is a no load fund. It has an expense ratio of 0.68% compared to the category average of 1.04%. FSAGX is actually cheaper than its peers when you consider factors like cost. 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. Overall, even with its comparatively weak performance, worse downside risk, and lower fees, Fidelity Select Gold Portfolio ( FSAGX ) has a high Zacks Mutual Fund rank, and therefore looks a great potential choice for investors right now. Want even more information about FSAGX? Then go over to and check out our mutual fund comparison tool, and all of the other great features that we have to help you with your mutual fund analysis for additional information. Want to learn even more? We have a full suite of tools on stocks that you can use to find the best choices for your portfolio too, no matter what kind of investor you are. 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 (FSAGX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
7 days ago
- Business
- Yahoo
Is Janus Henderson Enterprise D (JANEX) a Strong Mutual Fund Pick Right Now?
If investors are looking at the Mid Cap Growth fund category, Janus Henderson Enterprise D (JANEX) could be a potential option. JANEX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. Zacks categorizes JANEX as Mid Cap Growth, a segment packed with options. Mid Cap Growth mutual funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. A firm is typically considered to be a growth stock if it consistently posts impressive sales and/or earnings growth. Janus Fund is responsible for JANEX, and the company is based out of Boston, MA. Janus Henderson Enterprise D debuted in September of 1992. Since then, JANEX has accumulated assets of about $2.33 billion, according to the most recently available information. The fund is currently managed by Brian Demain who has been in charge of the fund since November of 2007. Obviously, what investors are looking for in these funds is strong performance relative to their peers. This fund carries a 5-year annualized total return of 11.96%, and is in the top third among its category peers. If you're interested in shorter time frames, do not dismiss looking at the fund's 3 -year annualized total return of 8.04%, which places it in the top 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. JANEX's standard deviation over the past three years is 18.23% compared to the category average of 14.7%. Looking at the past 5 years, the fund's standard deviation is 17.58% compared to the category average of 14.45%. This makes the fund more volatile than its peers over the past half-decade. Investors should note that the fund has a 5-year beta of 0.99, so it is likely going to be as volatile as the market at large. Another factor to consider is alpha, as it reflects a portfolio's performance on a risk-adjusted basis relative to a benchmark-in this case, the S&P 500. JANEX's 5-year performance has produced a negative alpha of -2.84, which means managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns. Costs are increasingly important for mutual fund investing, and particularly as competition heats up in this market. And all things being equal, a lower cost product will outperform its otherwise identical counterpart, so taking a closer look at these metrics is key for investors. In terms of fees, JANEX is a no load fund. It has an expense ratio of 0.79% compared to the category average of 0.96%. So, JANEX is actually cheaper than its peers from a cost perspective. Investors should also note that the minimum initial investment for the product is $2,500 and that each subsequent investment needs to be at $50 Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Overall, Janus Henderson Enterprise D ( JANEX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, Janus Henderson Enterprise D ( JANEX ) looks like a good potential choice for investors right now. Don't stop here for your research on Mid Cap Growth 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 for more information about the world of funds, and feel free to compare JANEX to its peers as well for additional information. Want to learn even more? We have a full suite of tools on stocks that you can use to find the best choices for your portfolio too, no matter what kind of investor you are. 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 (JANEX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
04-06-2025
- Business
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Is Fidelity Select Insurance (FSPCX) a Strong Mutual Fund Pick Right Now?
If you have been looking for Sector - Finance funds, a place to start could be Fidelity Select Insurance (FSPCX). FSPCX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. FSPCX is one of many Sector - Finance funds to choose from. Sector - Finance mutual funds provide investors with a diversified and stabilized investment approach focused on the financial space, which is a notoriously large, complex, and heavily-regulated industry. These funds include everything from insurance companies and exchanges to banks and investment giants; interest rates can impact the players of this space as well. Fidelity is responsible for FSPCX, and the company is based out of Boston, MA. Fidelity Select Insurance made its debut in December of 1985, and since then, FSPCX has accumulated about $1.01 billion in assets, per the most up-to-date date available. The fund is currently managed by Fahim Razzaque who has been in charge of the fund since July of 2022. Of course, investors look for strong performance in funds. FSPCX has a 5-year annualized total return of 22.66% and it sits in the top third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 17.55%, which places it in the top 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. The standard deviation of FSPCX over the past three years is 16.69% compared to the category average of 23.36%. Over the past 5 years, the standard deviation of the fund is 17.17% compared to the category average of 22.6%. This makes the fund less volatile than its peers over the past half-decade. The fund has a 5-year beta of 0.74, so investors should note that it is hypothetically less volatile than the market at large. 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. Over the past 5 years, the fund has a positive alpha of 9.89. This means that managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. Costs are increasingly important for mutual fund investing, and particularly as competition heats up in this market. And all things being equal, a lower cost product will outperform its otherwise identical counterpart, so taking a closer look at these metrics is key for investors. In terms of fees, FSPCX is a no load fund. It has an expense ratio of 0.69% compared to the category average of 1.27%. So, FSPCX is actually cheaper than its peers from a cost perspective. Investors should also note that the minimum initial investment for the product is $0 and that each subsequent investment has no minimum amount. Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Overall, Fidelity Select Insurance ( FSPCX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, better downside risk, and lower fees, this fund looks like a good potential choice for investors right now. Don't stop here for your research on Sector - Finance 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 for more information about the world of funds, and feel free to compare FSPCX to its peers as well for additional information. Want to learn even more? We have a full suite of tools on stocks that you can use to find the best choices for your portfolio too, no matter what kind of investor you are. 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 (FSPCX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
03-06-2025
- Business
- Yahoo
Is Fidelity Series Growth Company (FCGSX) a Strong Mutual Fund Pick Right Now?
Have you been searching for a Large Cap Growth fund? You might want to begin with Fidelity Series Growth Company (FCGSX). FCGSX possesses a Zacks Mutual Fund Rank of 3 (Hold), which is based on various forecasting factors like size, cost, and past performance. FCGSX is classified in the Large Cap Growth segment by Zacks, an area full of possibilities. Companies are usually considered to be large-cap if their stock market valuation is more than $10 billion. Large Cap Growth mutual funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers. Fidelity is based in Boston, MA, and is the manager of FCGSX. Fidelity Series Growth Company debuted in November of 2013. Since then, FCGSX has accumulated assets of about $16.77 billion, according to the most recently available information. Steven Wymer is the fund's current manager and has held that role since November of 2013. Of course, investors look for strong performance in funds. This fund has delivered a 5-year annualized total return of 19.31%, and it sits in the top third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 16.4%, which places it in the top 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. The standard deviation of FCGSX over the past three years is 20.5% compared to the category average of 19.64%. Looking at the past 5 years, the fund's standard deviation is 21.81% compared to the category average of 20.09%. This makes the fund more volatile than its peers over the past half-decade. Investors should note that the fund has a 5-year beta of 1.21, so it is likely going to be more volatile than the market at large. Alpha is an additional metric to take into consideration, since it represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which in this case, is the S&P 500. The fund has produced a positive alpha over the past 5 years of 1.43, which shows that managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. Investigating the equity holdings of a mutual fund is also a valuable exercise. This can show us how the manager is applying their stated methodology, as well as if there are any inherent biases in their approach. For this particular fund, the focus is mostly on equities that are traded in the United States. The mutual fund currently has 92.34% of its holdings in stocks, which have an average market capitalization of $512.27 billion. The fund has the heaviest exposure to the following market sectors: Technology Retail Trade With turnover at about 27%, this fund makes fewer trades than comparable funds. As 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, FCGSX is a no load fund. It has an expense ratio of 0% compared to the category average of 0.93%. FCGSX is actually cheaper than its peers when you consider factors like cost. 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. Overall, Fidelity Series Growth Company ( FCGSX ) has a neutral Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, Fidelity Series Growth Company ( FCGSX ) looks like a somewhat average choice for investors right now. For additional information on the Large Cap Growth area of the mutual fund world, make sure to check out There, you can see more about the ranking process, and dive even deeper into FCGSX too for additional information. If you want to check out our stock reports as well, make sure to go to to see all of the great tools we have to offer, including our time-tested Zacks Rank. 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 (FCGSX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
