Consumer Finance is trading at 19.70 as of the 28th of September 2025; that is 0.15% increase since the beginning of the trading day. The fund's open price was 19.67. Consumer Finance has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 30th of June 2025 and ending today, the 28th of September 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities of companies principally engaged in providing products and services in fintech. The fund invests in domestic and foreign issuers. It 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 Finance Portfolio
Consumer Finance Portfolio [FSVLX] is traded in USA and was established 28th of September 2025. Consumer Finance is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Financial category and is part of Fidelity Investments family. This fund currently has accumulated 110.81 M in assets under management (AUM) with no minimum investment requirementsConsumer Finance Por is currently producing year-to-date (YTD) return of 4.39%, while the total return for the last 3 years was 13.24%.
Check Consumer Finance 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 Finance 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 Finance Portfolio Mutual Fund Constituents
Other Information on Investing in Consumer Mutual Fund
Consumer Finance financial ratios help investors to determine whether Consumer 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 Consumer with respect to the benefits of owning Consumer Finance security.