Performance
Trailing returns
| 1 day | +0.69% |
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| 1 week | +0.21% |
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| 4 week |
| -0.31% | |||
| 3 month | +12.44% |
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| YTD | +22.81% |
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| 1 year | +47.29% |
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| 3 years* | +16.64% |
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| 5 years* | +9.94% |
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| *annualized | |||||
| Best 3 month return | +100.52% | |
| Worst 3 month return | -48.29% |
Morningstar statistics
Morningstar category: Consumer Cyclical
| Return | Risk | Rating | |
| 3 years | Low | High |
 
|
| 5 years | Below Average | High |
|
| 10 years | Average | High |
|
| Overall | Below Average | High |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 170.47M | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.91% | |
| Management fee | - | |
| Fund family | Fidelity Investments |
Asset allocation
| Cash | 2.27% | |
| Stocks | 97.73% | |
| Bonds | 0.00% | |
| Other | 0.00% |
Purchase information
| Initial | US$2,500 | |
| IRA Initial | US$200 | |
| AIP Initial | US$2,500 |
48.46+0.54(1.13%)
Jun 18, 4:00PM EDT
Overall Morningstar RatingTM
Description
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in the manufacture, marketing or sale of automobiles, trucks, specialty vehicles, parts, tires, and related services. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.
Fund filings (PDF) »
Fund filings (PDF) »
Asset manager:
Michael Weaver (Started: Feb 28, 2009)
Michael Weaver (Started: Feb 28, 2009)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 46.17 | -1.23 | 11.02 | -0.01 | |
| Beta* | -0.39 | 1.49 | 1.76 | 1.67 | |
| Mean annual return | 3.05 | 1.61 | 1.44 | 1.12 | |
| R-squared* | 4.33 | 72.73 | 68.94 | 65.32 | |
| Standard deviation | 11.82 | 27.18 | 43.89 | 32.94 | |
| Sharpe ratio | 3.09 | 0.71 | 0.39 | 0.36 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Toyota Motor Corp ADR (TM) | 17.41% | |
| Honda Motor Co Ltd ADR (HMC) | 10.94% | |
| Ford Motor Co (F) | 9.55% | |
| Delphi Automotive PLC (DLPH) | 6.20% | |
| General Motors Co (GM) | 5.81% | |
| Johnson Controls Inc (JCI) | 4.48% | |
| Magna International Inc. Class A (MGA) | 4.32% | |
| Harley-Davidson Inc (HOG) | 4.01% | |
| TRW Automotive Holdings Corp (TRW) | 3.75% | |
| Tenneco Inc (TEN) | 3.54% |