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.

Thu, Dec 14 2017, 21:14 EDT.



Top Rated Industry Groups

Consumer Cyclical

Fund Name and Rating Short-Term Trend
Rated BUY Fidelity Select Retailing (FSRPX) - Gained 6.99% since 2017-11-15advancing; rally
Rated BUY Fidelity Select Consumer Discretionary (FSCPX) - Gained 0.02% since 2017-12-11advancing; rally; new high+
Rated BUY Fidelity Select Leisure (FDLSX) - Gained 2.34% since 2017-11-22advancing; rally ended
Rated BUY Fidelity Select Automotive (FSAVX) - Gained 7.66% since 2017-09-13advancing; rally

Financials

Rated BUY Fidelity Select Brokerage and Inv Mgmt (FSLBX) - Gained 10.17% since 2017-09-20advancing; rally
Rated BUY Fidelity Select Consumer Finance (FSVLX) - Gained 2.03% since 2017-11-29advancing; rally
Rated BUY Fidelity Select Financial Services (FIDSX) - Gained 3.77% since 2017-10-20advancing; rally
Rated BUY Fidelity Select Banking (FSRBX) - Gained -0.67% since 2017-11-30advancing; rally
Rated BUY Fidelity Select Insurance (FSPCX) - Gained -1.71% since 2017-11-30advancing; rally

Technology

Fidelity Select Software & Computer Svcs (FSCSX) - Rated SELLcorrection
Fidelity Select Computers (FDCPX) - Rated SELLcorrection
Rated BUY Fidelity Select IT Services (FBSOX) - Gained 21.79% since 2017-04-25pullback

More Long-Term Bullish Sectors

Real Estate

Fund Name and Rating Short-Term Trend
Rated BUY Fidelity Select Construction & Housing (FSHOX) - Gained 4.86% since 2017-10-23advancing; rally

Health Care

Fidelity Select Medical Delivery (FSHCX) - Rated HOLDadvancing; rally

Industrials

Rated BUY Fidelity Select Transportation (FSRFX) - Gained 0.3% since 2017-11-30advancing; rally
Fidelity Select Air Transportation (FSAIX) - Rated HOLDemerging
Rated BUY Fidelity Select Industrials (FCYIX) - Gained 2.55% since 2017-10-20advancing; rally
Rated BUY Fidelity Select Defense and Aerospace (FSDAX) - Gained 0.77% since 2017-11-29advancing; rally
Rated BUY Fidelity Select Industrial Equipment (FSCGX) - Gained 0.25% since 2017-11-29advancing; rally

Energy

Rated BUY Fidelity Select Energy (FSENX) - Gained 0.96% since 2017-11-02advancing

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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© 2017 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.