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Fidelity® Sector Portfolio Builder

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Your Modeled Sector Allocations

Unlocked sectors are automatically adjusted so that the total allocation equals 100%. You can compare your allocation against the default MSCI USA IMI, select a different benchmark, or make no benchmark comparison. Neither the automatic allocation nor any benchmark should be considered Fidelity recommendations.

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Sector Align|Reset Your Target % Over/Under Weight %
Total Allocated:

Growth of Hypothetical $10,000

Historical View

More information (opens in new window)
Adjust one or more sector sliders to view this chart.
Back Testing Setting: Relative More information (opens in new window)

Benchmark performance is derived using RIMES Benchmark Data Services data as of  .

This chart illustrates total calendar year returns of the hypothetical portfolio you have modeled. If you chose to model your portfolio using a benchmark, this chart will also illustrate the performance of that selected benchmark. The performance of each sector is represented by the corresponding S&P 500 Sector Index. The most recent calendar year will only reflect year-to-date data and may not display return information for a full calendar year.
Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

This chart illustrates the historical performance of a hypothetical $10,000 investment made on the start date shown. The performance of each sector in the hypothetical portfolio you modeled is represented by the corresponding S&P 500 Sector Index. If you chose to model your portfolio using a benchmark, this chart will also illustrate the performance of that selected benchmark.
Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

The Volatility chart displays the standard deviation of historical monthly returns for the hypothetical portfolio you have modeled. If you chose to model a hypothetical portfolio using a benchmark, this chart will also illustrate the standard deviation of historical monthly returns for that selected benchmark. The standard deviation of each sector is based on the historical monthly returns of the corresponding S&P 500 Sector Index.
Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

*MSCI USA Investable Market Index (MSCI USA IMI) is an equity benchmark designed to measure the performance of the large, mid, and small-cap segments of the U.S. market. With 2,450 companies, the index covers approximately 99% of the U.S. market capitalization. Index returns shown for period prior to May 31, 2007 are returns of the MSCI U.S. Investable Market 2500 Index. More information (opens in new window)

This chart illustrates total calendar year returns of the hypothetical portfolio you have modeled. If you chose to model your portfolio using a benchmark, this chart will also illustrate the performance of that selected benchmark. The performance of each sector is represented by the corresponding MSCI USA Investable Market Sector Index. The most recent calendar year will only reflect year-to-date data and may not display return information for a full calendar year.

Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

This chart illustrates the historical performance of a hypothetical $10,000 investment made on the start date shown. The performance of each sector in the hypothetical portfolio you modeled is represented by the corresponding MSCI USA Investable Market Sector Index. If you chose to model your portfolio using a benchmark, this chart will also illustrate the performance of that selected benchmark.

Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

The Volatility chart displays the standard deviation of historical monthly returns for the hypothetical portfolio you have modeled. If you chose to model a hypothetical portfolio using a benchmark, this chart will also illustrate the standard deviation of historical monthly returns for that selected benchmark. The standard deviation of each sector is based on the historical monthly returns of the corresponding MSCI USA Investable Market Sector Index.

Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

Exit
Find and Add Investments

Fidelity Sector Portfolio Builder (the Tool) is an educational tool. Do not rely on the Tool as the primary basis for your investment decisions. Benchmark and default settings are selected for educational purposes only and should not be considered recommendations. Fidelity does not endorse or adopt any particular investment strategy or approach to screening or evaluating sector securities or sector portfolios.

As with all your investments through Fidelity, you must make your own determination whether an investment in any particular security or securities is consistent with your investment objectives, risk tolerance, financial situation and your evaluation of the security. Be sure to review your decisions periodically to make sure they are still consistent with your goals.

Sectors and industries are defined by Global Industry Classification Standards (GICS®). Because of their narrow focus, sector funds tend to be more volatile than funds that diversify across many sectors and companies. Diversification does not ensure a profit or guarantee against loss. Performance data represents past performance and is no guarantee of future results. Fidelity cannot guarantee the accuracy or timeliness of benchmark data, which is provided by third-party sources.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

Your Modeled Sector Allocations

Sector Target Selected
Total
This hypothetical allocation includes the following investments:
Investment Name Sector Exposure % of Modeled Portfolio
Stock data provided by S&P as of  .
ETF and Mutual Fund data provided by Morningstar as of  .
Your Target Investment $
Add Investments to Model
Search by name or symbol.

Use one of the options above to add sector-based investments to your hypothetical sector portfolio, then start modeling the allocations of those investments.

Target over/under weight percentages are not available when searching for or modeling individual investments. Individual investments can be added to your model by either dollar amount or a percentage of the total target investment amount. Historical back testing results are hypothetical because they assume automatic rebalancing and do not consider fees, trading restrictions, or other aspects of individual investments. In addition, past performance is never a guarantee of future results.

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Adjust Target Weightings Create Trade List

Before investing in any exchange-traded fund (ETF) or mutual fund, consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

Fidelity Sector Portfolio Builder (the Tool) is an educational tool. Do not rely on the Tool as primary basis for your investment decisions. Benchmark and default settings are selected for educational purposes only and should not be considered recommendations. Fidelity does not endorse or adopt any particular investment strategy or approach to screening or evaluating sector securities or sector portfolios.

As with all your investments through Fidelity, you must make your own determination whether an investment in any particular security or securities is consistent with your investment objectives, risk tolerance, financial situation and your evaluation of the security. Be sure to review your decisions periodically to make sure they are still consistent with your goals.

Sectors and industries are defined by Global Industry Classification Standards (GICS®). Because of their narrow focus, sector funds tend to be more volatile than funds that diversify across many sectors and companies. Diversification does not ensure a profit or guarantee against loss. Performance data represents past performance and is no guarantee of future results. Fidelity cannot guarantee the accuracy timeliness of benchmark data, which is provided by third-party sources.

The Explore All Sector Products Screener and Explore Fidelity Products Screener (the Screeners) are research tools provided to help self-directed investors evaluate sector focused securities. The criteria and inputs entered are at the sole discretion of the user, and are solely for the convenience of the user. Information supplied or obtained from the Screeners is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell securities, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from its use.

The return of an index ETF or mutual fund is usually different from that of the index it tracks because of fees, expenses, and tracking error. Because of their narrow focus, sector ETFs and mutual funds tend to be more volatile than ETFs or mutual funds that diversify across many sectors and companies. The sector exposure of ETFs and mutual funds may not align to a specific sector and may change over time. Sector exposure data for ETFs and mutual funds may lag by up to 90 days, depending on when underlying holdings are reported.

ETFs and mutual funds are subject to market fluctuation and the risks of their underlying investments. ETFs and mutual funds are also subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the ETF.

Leveraged and inverse products are not designed for buy and hold investors or investors who do not intend to manage their investment on a daily basis. These products require a Most Aggressive investment objective and an executed Designated Investments Agreement to purchase. These products are for sophisticated investors who understand their risks (including the effect of daily compounding of leveraged investment results), and who intend to actively monitor and manage their investments on a daily basis.

Fidelity Brokerage Services LLC (“FBS”), or its affiliates, may receive compensation in connection with the purchase and/or the ongoing maintenance of positions in ETFs, mutual funds, and other securities included in the Tool and Screeners. See the Brokerage Commissions and Fee Schedule (PDF).

Performance data shown represents past performance and is no guarantee of future results. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Morningstar, Inc. ©2014. All rights reserved. The Morningstar information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or redistributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Fidelity does not review the Morningstar data and, for mutual fund performance, you should check the fund's current prospectus for the most up-to-date information concerning applicable loads, fees and expenses.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

Investments Review and Next Steps

Now that you've modeled a sector portfolio and identified potential investments as shown below, you can click on the name of an investment to conduct additional research, or you can use the Buy link if you wish to purchase a particular investment. You can also learn more about the differences between ETFs, mutual funds, and individual securities. Note: Individual products may have commissions, transaction fees, or investment minimums that should also be considered.

Action Investment Name Inception Date Type Amount

Hypothetical Growth

Compare the hypothetical performance of your selected investments against your modeled portfolio, benchmarks, or previously saved portfolios.

Historical View

More information (opens in new window)
Back Testing Setting: Relative More information (opens in new window)
Start date is based on the earliest date for which we have performance data for  .

Fidelity lacks sufficient performance data (minimum of 1 year) to display this investment in the chart above.

Fidelity lacks sufficient performance data (minimum of 4 years) to display this investment in the chart above.

Benchmark performance is derived using RIMES Benchmark Data Services data as of  .

ETF and mutual fund historical performance data provided by Morningstar as of  .

Stock historical performance data provided by SunGard as of  .

Note: The starting value for the historical analysis shown above is $10,000, the amount that you entered for the hypothetical portfolio. This chart is intended for educational purposes only.

This chart illustrates total calendar year returns of the hypothetical portfolio you have modeled. If you chose to model your portfolio using a benchmark, this chart will also illustrate the performance of that selected benchmark. The performance of each sector is represented by the corresponding S&P 500 Sector Index. The most recent calendar year will only reflect year-to-date data and may not display return information for a full calendar year.
Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

This chart illustrates the historical performance of a hypothetical investment made on the start date shown. The performance of each sector in the hypothetical portfolio you modeled is represented by the corresponding S&P 500 Sector Index. If you chose to model your portfolio using a benchmark, this chart will also illustrate the performance of that selected benchmark.
Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

The Volatility chart displays the standard deviation of historical monthly returns for the hypothetical portfolio you have modeled. If you chose to model a hypothetical portfolio using a benchmark, this chart will also illustrate the standard deviation of historical monthly returns for that selected benchmark. The standard deviation of each sector is based on the historical monthly returns of the corresponding S&P 500 Sector Index.
Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

*MSCI USA Investable Market Index (MSCI USA IMI) is an equity benchmark designed to measure the performance of the large, mid, and small-cap segments of the U.S. market. With 2,450 companies, the index covers approximately 99% of the U.S. market capitalization. Index returns shown for period prior to May 31, 2007 are returns of the MSCI U.S. Investable Market 2500 Index. More information (opens in new window)

This chart illustrates total calendar year returns of the hypothetical portfolio you have modeled. If you chose to model your portfolio using a benchmark, this chart will also illustrate the performance of that selected benchmark. The performance of each sector is represented by the corresponding MSCI USA Investable Market Sector Index. The most recent calendar year will only reflect year-to-date data and may not display return information for a full calendar year.

Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

This chart illustrates the historical performance of a hypothetical investment made on the start date shown. The performance of each sector in the hypothetical portfolio you modeled is represented by the corresponding MSCI USA Investable Market Sector Index. If you chose to model your portfolio using a benchmark, this chart will also illustrate the performance of that selected benchmark.

Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

The Volatility chart displays the standard deviation of historical monthly returns for the hypothetical portfolio you have modeled. If you chose to model a hypothetical portfolio using a benchmark, this chart will also illustrate the standard deviation of historical monthly returns for that selected benchmark. The standard deviation of each sector is based on the historical monthly returns of the corresponding MSCI USA Investable Market Sector Index.

Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

Exit Find and Add Investments

Before investing in any exchange-traded fund (ETF) or mutual fund, consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

Fidelity Sector Portfolio Builder (the Tool) is an educational tool. Do not rely on the Tool as primary basis for your investment decisions. Benchmark and default settings are selected for educational purposes only and should not be considered recommendations. Fidelity does not endorse or adopt any particular investment strategy or approach to screening or evaluating sector securities or sector portfolios.

As with all your investments through Fidelity, you must make your own determination whether an investment in any particular security or securities is consistent with your investment objectives, risk tolerance, financial situation and your evaluation of the security. Be sure to review your decisions periodically to make sure they are still consistent with your goals.

Sectors and industries are defined by Global Industry Classification Standards (GICS®). Because of their narrow focus, sector funds tend to be more volatile than funds that diversify across many sectors and companies. Diversification does not ensure a profit or guarantee against loss. Performance data represents past performance and is no guarantee of future results. Fidelity cannot guarantee the accuracy timeliness of benchmark data, which is provided by third-party sources.

The return of an index ETF or mutual fund is usually different from that of the index it tracks because of fees, expenses, and tracking error. Because of their narrow focus, sector ETFs and mutual funds tend to be more volatile than ETFs or mutual funds that diversify across many sectors and companies. The sector exposure of ETFs and mutual funds may not align to a specific sector and may change over time. Sector exposure data for ETFs and mutual funds may lag by up to 90 days, depending on when underlying holdings are reported.

ETFs and mutual funds are subject to market fluctuation and the risks of their underlying investments. ETFs and mutual funds are also subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the ETF.

Leveraged and inverse products are not designed for buy and hold investors or investors who do not intend to manage their investment on a daily basis. These products require a Most Aggressive investment objective and an executed Designated Investments Agreement to purchase. These products are for sophisticated investors who understand their risks (including the effect of daily compounding of leveraged investment results), and who intend to actively monitor and manage their investments on a daily basis.

Fidelity Brokerage Services LLC (“FBS”), or its affiliates, may receive compensation in connection with the purchase and/or the ongoing maintenance of positions in ETFs, mutual funds, and other securities included in the Tool and Screeners. See the Brokerage Commissions and Fee Schedule (PDF).

Performance data shown represents past performance and is no guarantee of future results. Keep in mind that investing involves risk. The value of you investment will fluctuate over time and you may gain or lose money.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

Modeled sector allocation:
:
:
:
Select Align to align your modeled hypothetical allocation to the benchmark you selected.
The tool compares the eligible equity holdings from the accounts that you selected against your modeled sector allocation. These equity holdings, which are highlighted, represent % of the holdings in the account(s) you selected.
More information (opens in new window) More information (opens in new window)
Only identified equity holdings will be reflected in the sector weighting comparison. All other holdings, including equity holdings for which sector data is not available to Fidelity, will be excluded. Fidelity cannot guarantee the accuracy or timeliness of sector data for your existing equity holdings, which is provided by third-party sources and may not be as of the same date as other account data.
Choose one of your saved sector portfolios, then select Load Portfolio.
Cancel

Name and save your sector portfolio. You may also add a description.

The following selections will be saved with your hypothetical sector portfolio:

    Back testing setting:More information (opens in new window)More information (opens in new window)
    Selected Benchmark:
    1. 1
      1
      You have the option of saving and recalling portfolios that you've previously modeled.
    2. 2
      2
      You have the option of comparing a modeled portfolio to a benchmark.
    3. 3
      3
      You can compare your modeled allocations against your own eligible equity holdings.
    4. 4
      4
      Displays the portion of your portfolio being used for comparison purposes.
    5. 5
      5
      Use the search box to find specific sectors or industries within a sector.
    6. 6
      6
      Model your own allocations using the sliders or enter a percentage. Other sliders will move automatically to maintain a total allocation of 100%. Yellow markers (    ) indicate the benchmark allocation; green markers (    ) indicate allocation for saved portfolio.
    7. 7
      7
      Column displays the sector weights for the comparison(s) you've selected, including benchmarks, previously saved portfolios, or your selected holdings.
    8. 8
      8
      When you change an allocation, all "unlocked" sectors will auto-adjust equally to maintain the total allocation at 100%. Once you manually adjust a sector, it will remain locked until unlocked. Clicking the lock icon (    ) will lock or unlock a sector.
    9. 9
      9
      Choose from different historical views to see how your modeled allocations would have performed against a benchmark or saved portfolio.
    10. 10
      10
      Click on a sector to learn more about it.
    11. 11
      11
      You can choose from two back testing methods to evaluate your model portfolio.

    For illustrative purposes only. All data is subject to change.

    1. 1
      1
      Choose the view and time frame to use for comparison purposes.
    2. 2
      2
      Toggle between graph and data table views.
    3. 3
      3
      Chart views include the ability to toggle your modeled sector allocation on or off.
    4. 4
      4
      Manage up to seven volatility or hypothetical growth comparisons or up to three annual return comparisons of your modeled allocations to different equity benchmarks, previously saved portfolios, or individual sectors.
    5. 5
      5
      View data from specific points in time by hovering over the appropriate date.

    For illustrative purposes only. All data is subject to change.

    1. 1
      1
      As you add investments, your allocations populate in the Selected column so you can track your progress.
    2. 2
      2
      Select the wrench icon to automatically allocate your investments using one of two available options.
    3. 3
      3
      You have the option to pre-fill your specified sector allocation with any combination of corresponding Fidelity Select Funds or Fidelity-sponsored ETFs.
    4. 4
      4
      Browse through a range of sector-based mutual funds and ETFs available through Fidelity, managed by Fidelity and other fund companies.
    5. 5
      5
      Look up other investment options, like individual stocks and mutual funds, by name or ticker symbol.
    6. 6
      6
      Once you've chosen investments, create a list of potential trades.

    For illustrative purposes only. All data is subject to change.

    1. 1
      1
      Filter investments by management style, institution, and type.
    2. 2
      2
      Use the drop down menu to select or deselect sectors to refine your search for investments. By default, sectors represented in your modeled allocation will be selected.
    3. 3
      3
      Compare selected investments using a range of data, including risk and volatility, performance, or a summary view.
    4. 4
      4
      A-Z filter allows you to sort investments by name.
    5. 5
      5
      Columns are sortable to help better organize potential investments.
    6. 6
      6
      Use the check boxes to add an investment to the sector portfolio you are modeling.
    7. 7
      7
      Click an investment name to learn more.
    8. 8
      8
      Clicking the information icon within the Sector Exposure column shows how an investment's holdings are distributed across different sectors.

    For illustrative purposes only. All data is subject to change.

    1. 1
      1
      If you wish to purchase an investment, begin the process by clicking Buy.
    2. 2
      2
      Learn more about an investment by clicking on the name.
    3. 3
      3
      Compare the hypothetical performance of your selected investments against your modeled portfolio, benchmarks, or previously saved portfolios.

    For illustrative purposes only. All data is subject to change.