YTD Top Performer Fidelity Mutual Funds up to July 8, 2012

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The year-to-date top performer Fidelity Mutual Funds up to July 8th, 2012 are Fidelity Select Biotechnology Portfolio, Fidelity Select Retailing Portfolio, etc. The fund review is described in this post.

Best Performing Fidelity Mutual Funds

These best performing fidelity mutual funds are sorted based on its year to date performance up to July 3, 2012. Most of these top performers are sector equity mutual funds. You can find the following sector mutual funds: Health, Consumer Cyclical, Financial, Technology, and Communications. This list also provides other fund categories such as growth stocks.
Top Performer Fidelity Mutual Funds July 2012
Top Performer Fidelity Mutual Funds
The 10 YTD Top Performer Fidelity Mutual Funds up to July 8, 2012 are
  1. Fidelity Select Biotechnology Portfolio (FBIOX)
  2. Fidelity Select Retailing Portfolio (FSRPX)
  3. Fidelity Select Consumer Finance Portfolio (FSVLX)
  4. Fidelity Capital Appreciation Fund (FDCAX)
  5. Fidelity Select Banking Portfolio (FSRBX)
  6. Fidelity Select Consumer Discretionary Portfolio (FSCPX)
  7. Fidelity Select Construction and Housing Portfolio (FSHOX)
  8. Fidelity Select Chemicals Portfolio (FSCHX)
  9. Fidelity Select Financial Services Portfolio (FIDSX)
  10. Fidelity Select Computers Portfolio (FDCPX)
Updated on 7/8/2012

1. Fidelity Select Biotechnology Portfolio (FBIOX)

Fidelity Select Biotechnology fund objective is to achieve capital appreciation by investing in stocks of companies engaged in biotechnology science, product, service, and technology. Rajiv Kaul is the fund manager since 2005. It has an expense ratio of 0.83%. The total assets are $2.1 billion.

This no load health sector equity fund is ranked with 4 star rating. It has a YTD return of 19.20%. The average 3-year return is 21.92%. The best 1 year total return is occurred in 1999 with 77.77%. The top 5 stocks are Gilead Sciences Inc, Biogen Idec Inc, Vertex Pharmaceuticals, Celgene Corporation, and Regeneron Pharmaceuticals Inc.

2. Fidelity Select Retailing Portfolio (Ticker: FSRPX)

This Fidelity Select Retailing fund utilizes its assets to purchase equities of companies involved in merchandising finished goods and services mainly to individual consumers. It may invest in domestic or foreign stocks. It has been managed by Peter Dixon since 2010. The 12-month yield is 0.46%. It also has an expense ratio of 0.88%. The annual portfolio turnover rate is 217%.

More: 26 Best Fidelity Mutual Funds 2013

This domestic stock fund has an investment style of large growth. It has returned 8.06% over the past 5-year and 9.29% over the past decade. As of June 2012, the top 3 holdings are Amazon.com Inc, Lowe’s Companies Inc, and Home Depot Inc. The 3 year beta risk is 0.76.

3. Fidelity Select Consumer Finance Portfolio (Ticker: FSVLX)

Fidelity Select Consumer Finance fund invests most of its assets in stocks of consumer finance companies. It has $218 million of total assets. The dividend yield is 1.54%. You can buy this financial sector stock fund from 73 brokerages such as Raymond James, ETrade, Firstrade, TIAA-CREF Brokerage Services, etc.

The fund has a year-to-date return of 13.70%. The worst 1 year total return is occurred in 2008 with -58.55%. The top 3 sectors are financial services, real estate, and industrials. The top 5 stocks are Visa Inc, Capital One Financial Corp, MasterCard Incorporated Class A, SLM Corp, and U.S. Bancorp.

4. Fidelity Capital Appreciation Fund (FDCAX)

Fidelity Capital Appreciation Fund uses its assets to buy growth stocks or value stocks (or both) of domestic and foreign companies. J. Fergus Shiel is managing this large blend stock fund since 2005. It has no sales load. Its total assets are $5.8 billion. It opens to new investors.

newBest Fidelity Mutual Funds of 2012

The year-to-date return is 13.24%. Morningstar has ranked this fund with 4 stars. You can buy it with $2,500 initial investment. The top 5 stocks are Apple Inc, United Continental Holdings Inc, TJX Companies, Lorilard Inc, and Biogen Idec Inc.

Disclosure: No Position

Fund Performance
NoFund DescriptionTickerCategoryYTD Return3 Year Return
1Fidelity Select Biotechnology PortfolioFBIOXHealth19.20%21.95%
2Fidelity Select Retailing PortfolioFSRPXConsumer Cyclical14.53%25.15%
3Fidelity Select Consumer Finance PortfolioFSVLXFinancial13.70%12.84%
4Fidelity Capital Appreciation FundFDCAXLarge Growth13.24%17.25%
5Fidelity Select Banking PortfolioFSRBXFinancial13%12.07%
6Fidelity Select Consumer Discretionary PortfolioFSCPXConsumer Cyclical12.36%22.18%
7Fidelity Select Construction and Housing PortfolioFSHOXMiscellaneous Sector10.78%19.30%
8Fidelity Select Chemicals PortfolioFSCHXMiscellaneous Sector10.62%22.75%
9Fidelity Select Financial Services PortfolioFIDSXFinancial10.57%2.84%
10Fidelity Select Computers PortfolioFDCPXTechnology10.43%23.98%
11Fidelity Growth Company FundFDGRXLarge Growth10.22%19.03%
12Fidelity Select Multimedia PortfolioFBMPXCommunications9.97%24.88%

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