Consumer Staples Portfolio Fund Quote
| FDCGX Fund | USD 87.11 0.71 0.82% |
Performance1 of 100
| Odds Of DistressLess than 21
|
Consumer Staples is trading at 87.11 as of the 19th of April 2024; that is 0.82% increase since the beginning of the trading day. The fund's open price was 86.4. Consumer Staples has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Consumer Staples Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of April 2022 and ending today, the 19th of April 2024. Click here to learn more.
The fund invests at least 80 percent of assets in securities of companies principally engaged in the manufacture, sale, or distribution of consumer staples. It invests in domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments. More on Consumer Staples Portfolio
Moving together with Consumer Mutual Fund
| 0.66 | CL | Colgate Palmolive Earnings Call This Week | PairCorr |
Consumer Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Consumer Staples' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Consumer Staples or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Consumer Defensive Funds, Consumer Defensive, Fidelity Investments (View all Sectors) |
| Update Date | 31st of March 2024 |
Consumer Staples Portfolio [FDCGX] is traded in USA and was established 19th of April 2024. Consumer Staples is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Consumer Defensive category and is part of Fidelity Investments family. This fund currently has accumulated 1.56 B in assets under management (AUM) with no minimum investment requirementsConsumer Staples Por is currently producing year-to-date (YTD) return of 1.33% with the current yeild of 0.01%, while the total return for the last 3 years was 2.2%.
Check Consumer Staples Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Consumer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Consumer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Consumer Staples Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Consumer Staples Portfolio Mutual Fund Constituents
| CVS | CVS Health Corp | Stock | Health Care |
| EL | Estee Lauder Companies | Stock | Consumer Staples |
| BG | Bunge Limited | Stock | Consumer Staples |
| CL | Colgate Palmolive | Stock | Consumer Staples |
| KR | Kroger Company | Stock | Consumer Staples |
| WMT | Walmart | Stock | Consumer Staples |
| SPB | Spectrum Brands Holdings | Stock | Consumer Staples |
Consumer Staples Target Price Odds Analysis
Based on a normal probability distribution, the odds of Consumer Staples jumping above the current price in 90 days from now is about 75.96%. The Consumer Staples Portfolio probability density function shows the probability of Consumer Staples mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Consumer Staples has a beta of 0.6079. This usually indicates as returns on the market go up, Consumer Staples average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Consumer Staples Portfolio will be expected to be much smaller as well. Additionally, consumer Staples Portfolio has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Consumer Staples to move above the current price in 90 days from now is about 75.96 (This Consumer Staples Portfolio probability density function shows the probability of Consumer Mutual Fund to fall within a particular range of prices over 90 days) .
Consumer Staples Por Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Consumer Staples market risk premium is the additional return an investor will receive from holding Consumer Staples long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Consumer Staples. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Consumer Staples' alpha and beta are two of the key measurements used to evaluate Consumer Staples' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5225 | |||
| Standard Deviation | 0.6718 | |||
| Variance | 0.4513 | |||
| Risk Adjusted Performance | (0) |
Consumer Staples Against Markets
Picking the right benchmark for Consumer Staples mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Consumer Staples mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Consumer Staples is critical whether you are bullish or bearish towards Consumer Staples Portfolio at a given time. Please also check how Consumer Staples' historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Consumer Staples without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Consumer Mutual Fund?
Before investing in Consumer Staples, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Consumer Staples. To buy Consumer Staples fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Consumer Staples. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Consumer Staples fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Consumer Staples Portfolio fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Consumer Staples Portfolio fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Consumer Staples Portfolio, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Consumer Staples Portfolio?
The danger of trading Consumer Staples Portfolio is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Consumer Staples is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Consumer Staples. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Consumer Staples Por is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Consumer Staples Portfolio. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Consumer Staples Por information on this page should be used as a complementary analysis to other Consumer Staples' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.