Consumer Cyclical Medalist Funds
Funds and ETFs in this sector focus on retail stores, auto and auto parts manufacturers, companies engaged in residential construction, lodging facilities, restaurants, and entertainment companies. Here we highlight those strategies that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed stratgies, Morningstar assigns Gold, silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Inception Date
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Morningstar Rating for Funds
Overall
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Advisor Consumer Discretionary Fund Class A
FFNRX
| 0.990% | — | — | — | $660.84M | ||||
| Fidelity Advisor Consumer Discretionary Fund Class I
FFNQX
| 0.730% | — | — | — | $660.84M | ||||
| Fidelity Advisor Consumer Discretionary Fund Class M
FFNNX
| 1.250% | — | — | — | $660.84M | ||||
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HSKCL
| 0.600% | — | — | — | $660.84M | ||||
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HVQH
| 0.084% | −7.13% | 11.59% | 4.24% | $1.63B | ||||
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QMRCDS
| 0.680% | −9.80% | 10.10% | 7.18% | $556.73M | ||||
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YKDSQ
| 0.690% | −6.80% | 12.16% | 4.19% | $660.84M | ||||
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CKMQ
| 0.150% | −5.97% | — | — | — | $47.20M | |||
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FRJFS
| 0.290% | −2.67% | 9.57% | 0.90% | $22.68M | ||||
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FPM
| 0.080% | −9.01% | 11.49% | 4.64% | $21.19B | ||||
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LPCB
| 0.160% | −5.15% | — | — | — | $57.78M | |||
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HVVRSL
| 0.090% | −7.21% | 11.52% | 4.21% | $6.63B | ||||
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DNY
| 0.090% | −7.62% | 11.56% | 4.06% | $6.63B |
United States