Defense And Aerospace Fund Quote
| FSDAX Fund | USD 21.38 0.13 0.61% |
PerformanceOK
| Odds Of DistressLow
|
Defense And is trading at 21.38 as of the 18th of May 2025; that is 0.61% increase since the beginning of the trading day. The fund's open price was 21.25. Defense And has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 18th of April 2025 and ending today, the 18th of May 2025. Click here to learn more.
The fund invests primarily in common stocks. It invests at least 80 percent of assets in securities of companies principally engaged in the research, manufacture, or sale of products or services related to the defense or aerospace industries. The fund invests in domestic and foreign issuers. More on Defense And Aerospace
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Defense Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, Industrials Funds, Industrials, Fidelity Investments, Large, Industrials (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of April 2023 |
| Fiscal Year End | February |
Defense And Aerospace [FSDAX] is traded in USA and was established 18th of May 2025. Defense And is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Industrials category and is part of Fidelity Investments family. This fund currently has accumulated 1.55 B in assets under management (AUM) with no minimum investment requirementsDefense And Aerospace is currently producing year-to-date (YTD) return of 16.02% with the current yeild of 0.01%, while the total return for the last 3 years was 21.34%.
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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 Defense 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 Defense 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 Defense And Aerospace 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 Defense And Aerospace Mutual Fund Constituents
| WWD | Woodward | Stock | Industrials | |
| TDY | Teledyne Technologies Incorporated | Stock | Information Technology | |
| TDG | Transdigm Group Incorporated | Stock | Industrials | |
| RTX | Raytheon Technologies Corp | Stock | Industrials | |
| NOC | Northrop Grumman | Stock | Industrials | |
| BA | The Boeing | Stock | Industrials | |
| LMT | Lockheed Martin | Stock | Industrials | |
| KTOS | Kratos Defense Security | Stock | Industrials |
Defense And Aerospace Risk Profiles
| Mean Deviation | 1.3 | |||
| Semi Deviation | 2.16 | |||
| Standard Deviation | 2.12 | |||
| Variance | 4.49 |
Defense And Against Markets
Other Information on Investing in Defense Mutual Fund
Defense And financial ratios help investors to determine whether Defense Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Defense with respect to the benefits of owning Defense And security.
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