Fund Ratings

Identify the top rated sector investments of the current market cycle

Fund ratings are based on the results of our momentum screen and are used as input for the sector selector.

Tue, May 22 2018, 20:21 EDT.



Top Rated Industry Groups

Energy

Fund Name and Rating Short-Term Trend
Rated BUY Fidelity Select Energy (FSENX) - Gained 5.84% since 2018-04-27advancing; rally
Fidelity Select Natural Gas (FSNGX) - Rated HOLDadvancing; rally
Fidelity Select Energy Service (FSESX) - Rated HOLDemerging
Fidelity Select Natural Resources (FNARX) - Rated HOLDadvancing; rally

Health Care

Rated BUY Fidelity Select Medical Equipment (FSMEX) - Gained 0.4% since 2018-05-11advancing; rally
Fidelity Select Health Care (FSPHX) - Rated HOLDadvancing; rally

Materials

Fidelity Global Commodity Stock (FFGCX) - Rated HOLDemerging

More Long-Term Bullish Sectors

Utilities

Fund Name and Rating Short-Term Trend
Rated BUY Fidelity Select Utilities (FSUTX) - Gained -1.36% since 2018-04-27pullback
Fidelity Select Telecom & Utils (FIUIX) - Rated HOLDemerging

Real Estate

Rated BUY Fidelity Real Estate Investment (FRESX) - Gained -1.71% since 2018-05-07advancing

Technology

Fidelity Select Semiconductors (FSELX) - Rated HOLDemerging
Fidelity Select Software & Computer Svcs (FSCSX) - Rated HOLDadvancing; rally
Fidelity Select Technology (FSPTX) - Rated SELLcorrection
Fidelity Select IT Services (FBSOX) - Rated HOLDemerging
Fidelity Select Computers (FDCPX) - Rated HOLDemerging

Financials

Fidelity Select Brokerage and Inv Mgmt (FSLBX) - Rated HOLDemerging

Explain

Fund Ratings

The goal of the fund ratings page is to follow the short-term trends of investments that are not only long-term bullish, but also outperform the market, and show strong momentum.

First, we start with the "bullish leader" investments that are highlighted in blue on the momentum screen page.

Next, we analyze their short-term trends and rate them BUY, SELL or HOLD, accordingly. All other sector funds are rated SELL.



Short-Term Trends

When a new investment trend gets under way, we classify the corresponding sector fund as “emerging”. If the strong performance continues, the fund will be designated as “advancing”.

The advancing stage can last for several months in a strong bull market. That’s why we also keep track of short rallies and even new highs.

Eventually, the advance will reverse and the short-term trend will change to either “pullback” or “correction”, depending on the severity of the decline.



What to look for?   The most profitable sector investments will progress in multiple "waves" of advance and pullback, which makes it easier to build up a larger investment. For example, the first investment position can be established when the trend is still new and additional investments can be purchased in the same sector fund when the long-term trend gets re-confirmed after a pullback. Go to the sector selector to see the current trade ideas.

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© 2018 Axiomix, Inc.

Axiomix, Inc. is not a registered investment adviser. The material provided on this website is for general informational purposes only and is not intended as investment advice. Past performance does not guarantee future results.