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.

Mon, Apr 22 2019, 21:10 EDT.

Top Rated Industry Groups


Fund Name and Rating Short-Term Trend
Rated BUY Fidelity Select Semiconductors (FSELX) - Gained 15.08% since 2019-02-13advancing; rally
Rated BUY Fidelity Select Technology (FSPTX) - Gained 3.22% since 2019-04-04advancing; rally; new high
Rated BUY Fidelity Select Communications Equipment (FSDCX) - Gained 5.28% since 2019-03-18advancing; rally
Rated BUY Fidelity Select IT Services (FBSOX) - Gained 6.87% since 2019-02-25advancing; rally
Fidelity Select Computers (FDCPX) - Rated HOLDadvancing; rally
Rated BUY Fidelity Select Software & Computer Svcs (FSCSX) - Gained 6.48% since 2019-02-25advancing; rally; new high+

Real Estate

Rated BUY Fidelity Select Construction & Housing (FSHOX) - Gained 9.09% since 2019-02-13advancing; rally


Fidelity Select Wireless (FWRLX) - Rated HOLDadvancing; rally; new high

More Long-Term Bullish Sectors


Fund Name and Rating Short-Term Trend
Rated BUY Fidelity Select Environment & Alt Energy (FSLEX) - Gained 3% since 2019-04-02advancing; rally
Rated BUY Fidelity Select Industrials (FCYIX) - Gained 1.45% since 2019-04-02advancing; rally
Rated BUY Fidelity Select Defense and Aerospace (FSDAX) - Gained 2.04% since 2019-02-13advancing; rally

Consumer Cyclical

Rated BUY Fidelity Select Multimedia (FBMPX) - Gained 7.63% since 2019-03-04advancing; rally; new high+
Rated BUY Fidelity Select Consumer Discretionary (FSCPX) - Gained 6.56% since 2019-03-19advancing; rally
Rated BUY Fidelity Select Retailing (FSRPX) - Gained 3.48% since 2019-04-01advancing; rally
Rated BUY Fidelity Select Leisure (FDLSX) - Gained 5.35% since 2019-03-22advancing; rally


New Rating   Fidelity Select Energy (FSENX) - Newly upgraded to BUY ratingadvancing
New Rating   Fidelity Select Natural Gas (FSNGX) - Newly upgraded to BUY ratingadvancing
New Rating   Fidelity Select Natural Resources (FNARX) - Newly upgraded to BUY ratingadvancing

Consumer Staples

Rated BUY Fidelity Select Consumer Staples (FDFAX) - Gained 2.42% since 2019-03-27advancing; rally


Rated BUY Fidelity Select Consumer Finance (FSVLX) - Gained 6.19% since 2019-02-12advancing; rally


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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© 2019 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.