Top 3 Sector Rotation
for period ending November 30, 2024
Quick Links
Overview
t.srt3 is the Recipe ID for this portfolio recipe
This Recipe ID appears in the scatterplots and comparisons below.
- For how to compare portfolio recipes based on risk and return, see the article "How to Choose"
- For how to invest by buying the underlying portfolio ingredients, see the article "How to Invest"
- For how to keep the mix of ingredients up-to-date, see the article "How to Rebalance Your Portfolio"
Portfolio Recipe Provider VizMetrics (www.vizmetrics.com)
Description Top 3 Sector Rotation gives investors access to a dynamic portfolio that uses an asset allocation algorithm that chooses U.S. sector mutual funds (from Fidelity) to invest in based on recent returns. This portfolio recipe uses mutual funds and uses a dynamic sector allocation algorithm which buys up to 3 sector funds out of 38 possible Fidelity Select Sector funds. The algorithm buys the 3 top-ranked funds based on the 3-, 6-, and 12-month return, and sells when the asset falls out of the Top 3..
Category Tactical: DIY. This portfolio recipe is tactical (dynamic) and do-it-yourself.
Ingredients Used This portfolio recipe invests in up to three mutual funds chosen from a set of 38 Fidelity Select Sector funds.
Peer Group Tactical: DIY
- Tactical: This is a Tactical (i.e., dynamic, active) portfolio that is updated at the beginning of each calendar month. Tactical means that the ingredients and allocation to each ingredient can change every month. This portfolio recipe is updated monthly to reflect the new allocation.
- DIY: do-it-yourself. This is a do-it-yourself portfolio, which you can buy and update at your favorite brokerage. See How to Invest, below.
You can see how this recipe has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio recipe is created using an algorithm that chooses up to three sector funds at a time. The Top 3 Sector Rotation uses a tactical (also called "dynamic" or "active") asset allocation approach. This portfolio recipe is allowed to choose from a set of 38 sector funds that represent the major industrial sectors. The steps to create this portfolio are as follows:
- VizMetrics calculates a momentum score based on the 3-, 6-, and 12-month total return for each of the sector mutual funds.
- VizMetrics chooses the Top 3 funds in the list to invest in during the upcoming month.
- VizMetrics repeats the ranking the next month.
- VizMetrics chooses a new fund only if the current fund has fallen out of the Top 3 in the ranking. Otherwise the current fund is kept for another month.
Cost Access to this portfolio recipe is included at no extra charge as part of your VizMetrics Investor subscription. You can invest in this portfolio recipe using the Recipe Ingredients listed below at your favorite brokerage. See How to Invest, below.
How to Invest
Note: Access to the monthly portfolio allocations is only available to paid subscribers. Subscribe to view the complete version of the portfolio allocation percentages.
How to Rebalance
Update frequency: The recipe for this portfolio can change monthly. In other words, the ingredients and percentage allocation to each ingredient can change at the beginning of each month. Therefore, this portfolio requires a few minutes each month to buy or sell the ingredients to match the updated portfolio recipe.
Rebalancing steps
You need to update this portfolio each month to adhere to this portfolio's recipe. See How to rebalance your portfolio
Compare: Total Return
for period ending November 30, 2024
Total Return (Compound Annual Growth Rate) | ||||||||
YTD | 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | ||
t.srt3 | 35.3% | 9.6% | 42.5% | 11.7% | 15.8% | 11.3% | 12.3% | |
Peer Group* average | ||||||||
60% Equity / 40% Bonds | 17.4% | 4.4% | 22.8% | 5.5% | 9.2% | 8.4% | 9.5% | 7.9% |
Global Equities (ACWI) | 20.7% | 4.0% | 26.5% | 7.8% | 11.5% | 9.4% | 9.5% | |
U.S. Equities (SPY) | 28.0% | 6.0% | 33.8% | 11.4% | 15.7% | 13.3% | 14.1% | 10.6% |
U.S. Bonds (BND) | 3.1% | 1.1% | 6.8% | -2.0% | -0.1% | 1.5% | 2.3% | 3.1% |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
* Peer Group is Tactical: DIY |
Historical Return | ||||||
t.srt3 | 6.5% | 33.3% | 12.7% | -4.7% | 3.8% | |
Peer Group* average | ||||||
60% Equity / 40% Bonds | 21.8% | 16.4% | 14.0% | -16.7% | 17.5% | |
Global Equities (ACWI) | 26.6% | 16.3% | 18.7% | -18.4% | 22.3% | |
U.S. Equities (SPY) | 31.2% | 18.4% | 28.7% | -18.2% | 26.2% | |
U.S. Bonds (BND) | 8.8% | 7.7% | -1.9% | -13.1% | 5.4% | |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | |
* Peer Group is Tactical: DIY |
Compare: Risk vs. Return
for period ending November 30, 2024
Note: This Free subscription only includes access to the 1-year data. Subscribe for full access to 3-, 5-, 10-, 15-, and 20-year metrics. For each Portfolio Recipe, get access to investable allocations, sortable lists, and clickable scatterplots.
Risk vs. Return Compass* | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
t.srt3 risk vs. 60/40 | Worse | Better | Better | Worse | Worse | |
t.srt3 return vs. 60/40 | Better | Better | Better | Better | Better | |
Risk-Return Quadrant | ||||||
NE | NW | NW | NE | NE | ||
Risk-Return Direction | 11° | 357° | 360° | 40° | 38° | |
Risk-Return Magnitude | 20.1 | 6.2 | 6.7 | 3.7 | 3.6 | |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
* compares t.srt3 to s.6040 on the scatterplot "Downside Deviation vs. Annual Return" |
M-squared | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
t.srt3 | -5.6% | 1.4% | 1.7% | -1.6% | -1.2% | |
Peer Group* average | ||||||
60% Equity / 40% Bonds | -7.2% | -5.8% | -4.1% | -1.9% | -0.6% | 0.4% |
Global Equities (ACWI) | -5.9% | -3.5% | -3.9% | -3.6% | -4.8% | |
U.S. Equities (SPY) | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
U.S. Bonds (BND) | -26.1% | -22.5% | -21.6% | -13.0% | -9.8% | -4.3% |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
* Peer Group is Tactical: DIY |
Alpha | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
t.srt3 | -1.3% | 3.7% | 6.8% | 2.6% | 3.4% | |
Peer Group* average | ||||||
60% Equity / 40% Bonds | -4.7% | -4.3% | -2.8% | -1.1% | -0.2% | 0.4% |
Global Equities (ACWI) | -4.3% | -3.3% | -3.5% | -3.2% | -4.4% | |
U.S. Equities (SPY) | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
U.S. Bonds (BND) | -9.2% | -9.2% | -5.9% | -2.1% | -0.2% | 0.7% |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
* Peer Group is Tactical: DIY |
Sharpe | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
t.srt3 | 2.02 | 0.47 | 0.78 | 0.65 | 0.80 | |
Peer Group* average | ||||||
60% Equity / 40% Bonds | 1.99 | 0.08 | 0.48 | 0.62 | 0.82 | 0.63 |
Global Equities (ACWI) | 2.09 | 0.22 | 0.52 | 0.54 | 0.59 | |
U.S. Equities (SPY) | 2.54 | 0.40 | 0.71 | 0.75 | 0.88 | 0.63 |
U.S. Bonds (BND) | 0.29 | -0.82 | -0.43 | -0.09 | 0.20 | 0.30 |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
* Peer Group is Tactical: DIY |
Sortino | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
t.srt3 | 4.79 | 0.78 | 1.52 | 1.09 | 1.39 | |
Peer Group* average | ||||||
60% Equity / 40% Bonds | 3.66 | 0.10 | 0.70 | 0.91 | 1.27 | 0.92 |
Global Equities (ACWI) | 4.10 | 0.30 | 0.76 | 0.79 | 0.88 | |
U.S. Equities (SPY) | 5.39 | 0.58 | 1.08 | 1.14 | 1.39 | 0.92 |
U.S. Bonds (BND) | 3.66 | 0.10 | 0.70 | 0.91 | 1.27 | 0.92 |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
* Peer Group is Tactical: DIY |
Compare: Risk & Volatility
for period ending November 30, 2024
Maximum Drawdown | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
t.srt3 | 5.1% | 15.2% | 15.2% | 20.2% | 20.2% | |
Peer Group* average | ||||||
60% Equity / 40% Bonds | 3.6% | 20.7% | 20.7% | 20.7% | 20.7% | 32.2% |
Global Equities (ACWI) | 3.6% | 25.7% | 25.7% | 25.7% | 25.7% | |
U.S. Equities (SPY) | 4.0% | 23.9% | 23.9% | 23.9% | 23.9% | 50.8% |
U.S. Bonds (BND) | 3.1% | 15.5% | 17.3% | 17.3% | 17.3% | 17.3% |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
* Peer Group is Tactical: DIY |
Standard Deviation | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
t.srt3 | 21.4% | 16.3% | 18.7% | 16.4% | 15.5% | |
Peer Group* average | ||||||
60% Equity / 40% Bonds | 9.4% | 13.7% | 14.0% | 11.3% | 10.5% | 10.7% |
Global Equities (ACWI) | 11.0% | 18.0% | 19.4% | 16.2% | 16.4% | |
U.S. Equities (SPY) | 12.4% | 19.4% | 21.0% | 17.3% | 16.6% | 16.6% |
U.S. Bonds (BND) | 6.5% | 7.5% | 6.4% | 5.2% | 4.6% | 4.6% |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
* Peer Group is Tactical: DIY |
Downside Deviation | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
t.srt3 | 8.5% | 8.9% | 9.0% | 9.5% | 8.7% | |
Peer Group* average | ||||||
60% Equity / 40% Bonds | 4.7% | 9.2% | 9.0% | 7.1% | 6.5% | 7.0% |
Global Equities (ACWI) | 5.1% | 11.8% | 12.6% | 10.5% | 10.5% | |
U.S. Equities (SPY) | 5.4% | 12.5% | 13.1% | 10.8% | 10.2% | 11.0% |
U.S. Bonds (BND) | 3.9% | 5.4% | 4.5% | 3.4% | 3.0% | 2.8% |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
* Peer Group is Tactical: DIY |
Beta | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
t.srt3 | 1.35 | 0.44 | 0.47 | 0.59 | 0.59 | |
Peer Group* average | ||||||
60% Equity / 40% Bonds | 0.78 | 0.74 | 0.70 | 0.67 | 0.65 | 0.65 |
Global Equities (ACWI) | 0.90 | 0.94 | 0.94 | 0.94 | 0.99 | |
U.S. Equities (SPY) | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 |
U.S. Bonds (BND) | 0.78 | 0.74 | 0.70 | 0.67 | 0.65 | 0.65 |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
* Peer Group is Tactical: DIY |
Compare: Correlation
for period ending November 30, 2024
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
to Global Stocks (ACWI) | 0.69 | 0.48 | 0.53 | 0.61 | 0.60 | |
to S&P500 (SPY) | 0.83 | 0.52 | 0.52 | 0.62 | 0.62 | |
to U.S. Bonds (BND) | 0.17 | 0.32 | 0.19 | 0.08 | 0.06 | |
to Commodities (DBC) | -0.18 | 0.08 | 0.31 | 0.30 | 0.34 | |
to Gold (GLD) | -0.61 | 0.00 | 0.03 | -0.06 | 0.06 |
History
Monthly Total Return | ||||||||||||
Month | Dec | Nov | Oct | Sept | Aug | Jul | Jun | May | Apr | Mar | Feb | Jan |
2024 | 9.6% | 1.4% | -0.2% | 0.6% | -3.3% | 3.7% | 7.4% | -5.1% | 3.2% | 8.3% | 6.2% | |
2023 | 5.3% | 1.1% | -7.9% | -5.5% | -2.7% | 5.5% | 6.8% | 6.4% | -2.1% | 2.1% | -4.7% | 0.8% |
2022 | -3.5% | 0.7% | -0.1% | -1.2% | -0.8% | 0.4% | -0.6% | 0.6% | -2.2% | -1.4% | 5.8% | -2.1% |
2021 | 4.0% | -2.0% | 7.9% | -3.4% | 1.4% | -7.1% | -1.5% | 7.6% | 1.0% | 0.2% | 3.6% | 1.3% |
2020 | 6.2% | 17.0% | -0.7% | -3.7% | 9.7% | 2.5% | 4.8% | -0.1% | 0.3% | 1.2% | -5.6% | -0.8% |
2019 | 3.6% | 3.2% | 2.4% | -1.0% | -1.9% | 2.8% | 0.5% | -8.7% | 2.6% | 3.1% | 0.1% | 0.3% |
2018 | -10.0% | 0.4% | -8.9% | 2.2% | 5.8% | 2.3% | 0.8% | 1.8% | -0.1% | -2.6% | -1.0% | 8.0% |
2017 | -0.6% | 1.6% | 3.0% | 2.5% | 1.3% | 2.2% | -3.1% | 5.1% | -0.5% | 0.9% | 3.1% | 1.4% |
2016 | 3.1% | 0.2% | -3.9% | 3.0% | 1.0% | 2.8% | 2.7% | 1.0% | -0.2% | 6.7% | -0.0% | -5.7% |
2015 | -2.1% | 0.8% | 7.1% | -5.1% | -7.2% | 1.7% | 1.0% | 6.8% | -3.7% | 1.4% | 6.4% | -0.5% |
2014 | 1.3% | 4.4% | 2.6% | -0.7% | 4.8% | -0.1% | 2.9% | 2.1% | -4.0% | -6.4% | 6.7% | 0.2% |
2013 | -0.2% | 0.1% | 0.1% | 0.2% | -0.1% | 10.0% | -0.1% | -0.1% | 0.1% | 3.2% | 0.8% | 5.1% |
2012 | 1.2% | 0.1% | -0.1% | 0.0% | 0.0% | 0.2% | 5.1% | -5.4% | -0.3% | 4.5% | 2.3% | 7.2% |
2011 | 2.1% | -0.7% | 6.2% | -6.2% | 0.3% | 0.3% | -0.0% | 0.4% | 0.5% | -0.1% | -0.1% | 0.1% |
2010 | -0.2% | 2.5% | 6.6% | 8.0% | -6.4% | 10.3% | 0.4% | 0.5% | 0.3% | -0.3% | 0.2% | 0.8% |
2009 | -0.8% | 0.6% | 0.1% | 0.2% | 1.5% | 15.2% | 5.0% | 2.5% | 8.5% | 11.9% | -9.2% | -6.9% |
2008 | 5.8% | -8.6% | -12.8% | -8.5% | -1.1% | -17.0% | 5.1% | 7.1% | 9.8% | -2.9% | 9.6% | -12.9% |
2007 | 5.5% | -6.0% | 2.9% | 9.4% | 1.9% | 0.9% | 0.5% | -0.1% | 0.3% | 2.5% | -1.5% | 3.0% |
2006 | -0.5% | 1.9% | 3.1% | 2.2% | -2.1% | -1.1% | 1.2% | 0.2% | 2.9% | 0.2% | -10.8% | 17.8% |
Monthly Allocation | ||||||||||||
Month | Allocations | |||||||||||
202412 | FSRBX,33.33,FSLBX,33.33,FIDSX,33.34 | |||||||||||
202411 | FSELX,33.34,FSLBX,33.33,FSRBX,33.33 | |||||||||||
202410 | FSUTX,33.33,FSRBX,33.34,FSTCX,33.33 | |||||||||||
202409 | FSRBX,33.33,FSPCX,33.33,FSELX,33.34 | |||||||||||
202408 | FSELX,33.34,FSRBX,33.33,FSLBX,33.33 | |||||||||||
202407 | FSELX,33.33,FSPTX,33.33,FBMPX,33.34 | |||||||||||
202406 | FSELX,33.33,FSRBX,33.33,FBMPX,33.34 | |||||||||||
202405 | FSELX,33.34,FSRBX,33.33,FSPTX,33.33 | |||||||||||
202404 | FSELX,33.34,FSHOX,33.33,FSPTX,33.33 | |||||||||||
202403 | FSELX,33.33,FSPTX,33.33,FBMPX,33.34 | |||||||||||
202402 | FSELX,33.33,FSCSX,33.34,FSPTX,33.33 | |||||||||||
202401 | FSELX,33.33,FSCSX,33.33,FBMPX,33.34 | |||||||||||
202312 | FSCSX,33.33,FBMPX,33.34,FSPTX,33.33 | |||||||||||
202311 | SHY,100 | |||||||||||
202310 | FSELX,33.33,FNARX,33.34,FSENX,33.33 | |||||||||||
202309 | FSELX,33.33,FSPTX,33.33,FBMPX,33.34 | |||||||||||
202308 | FSELX,33.33,FSPTX,33.33,FBMPX,33.34 | |||||||||||
202307 | FSELX,33.33,FSPTX,33.33,FBMPX,33.34 | |||||||||||
202306 | FSELX,33.33,FSPTX,33.33,FSCSX,33.34 | |||||||||||
202305 | FSELX,33.33,FDLSX,33.33,FBMPX,33.34 | |||||||||||
202304 | FSELX,33.33,FSPTX,33.33,FDLSX,33.34 | |||||||||||
202303 | FNARX,33.34,FSELX,33.33,FSENX,33.33 | |||||||||||
202302 | FNARX,33.34,FSENX,33.33,FSDPX,33.33 | |||||||||||
202301 | SHY,100 | |||||||||||
202212 | FSENX,33.33,FNARX,33.34,FSPCX,33.33 | |||||||||||
202211 | SHY,100 | |||||||||||
202210 | SHY,100 | |||||||||||
202209 | SHY,100 | |||||||||||
202208 | SHY,100 | |||||||||||
202207 | SHY,100 | |||||||||||
202206 | SHY,100 | |||||||||||
202205 | SHY,100 | |||||||||||
202204 | FSENX,33.33,FNARX,33.34,FSUTX,33.33 | |||||||||||
202203 | SHY,100 | |||||||||||
202202 | FSENX,33.33,FNARX,33.34,FSRBX,33.33 | |||||||||||
202201 | FSELX,33.34,FSHOX,33.33,FSENX,33.33 | |||||||||||
202112 | FSELX,33.34,FSENX,33.33,FSHOX,33.33 | |||||||||||
202111 | FSENX,33.34,FSNGX,33.33,FSESX,33.33 | |||||||||||
202110 | FSNGX,33.33,FSENX,33.34,FSESX,33.33 | |||||||||||
202109 | FSVLX,33.33,FSLBX,33.33,FSELX,33.34 | |||||||||||
202108 | FSVLX,33.33,FSAVX,33.34,FSELX,33.33 | |||||||||||
202107 | FSESX,33.33,FSAVX,33.34,FSNGX,33.33 | |||||||||||
202106 | FSRBX,33.33,FSVLX,33.33,FSESX,33.34 | |||||||||||
202105 | FSRBX,33.33,FSVLX,33.33,FSESX,33.34 | |||||||||||
202104 | FSESX,33.33,FSRBX,33.33,FSAVX,33.34 | |||||||||||
202103 | FSESX,33.33,FSAVX,33.34,FSELX,33.33 | |||||||||||
202102 | FSAVX,33.33,FSELX,33.33,FDCPX,33.34 | |||||||||||
202101 | FSAVX,33.33,FDCPX,33.34,FSPTX,33.33 | |||||||||||
202012 | FSAVX,33.34,FSELX,33.33,FSPTX,33.33 | |||||||||||
202011 | FSAVX,33.34,FSPTX,33.33,FSELX,33.33 | |||||||||||
202010 | FSPTX,33.33,FSAVX,33.34,FSELX,33.33 | |||||||||||
202009 | FSPTX,33.33,FSAVX,33.34,FSCSX,33.33 | |||||||||||
202008 | FSPTX,33.33,FSCSX,33.34,FWRLX,33.33 | |||||||||||
202007 | FSPTX,33.33,FSCSX,33.33,FBIOX,33.34 | |||||||||||
202006 | FSPTX,33.33,FBIOX,33.34,FSPHX,33.33 | |||||||||||
202005 | SHY,100 | |||||||||||
202004 | SHY,100 | |||||||||||
202003 | SHY,100 | |||||||||||
202002 | FSPTX,33.33,FSELX,33.33,FSCSX,33.34 | |||||||||||
202001 | FSELX,33.33,FSPTX,33.33,FBIOX,33.34 | |||||||||||
201912 | FSELX,33.34,FSPTX,33.33,FSHOX,33.33 | |||||||||||
201911 | FSHOX,33.33,FSELX,33.34,FWRLX,33.33 | |||||||||||
201910 | FSHOX,33.33,FSUTX,33.33,FSELX,33.34 | |||||||||||
201909 | FSHOX,33.33,FDLSX,33.33,FBSOX,33.34 | |||||||||||
201908 | FBSOX,33.34,FDLSX,33.33,FSVLX,33.33 | |||||||||||
201907 | FBSOX,33.34,FSPCX,33.33,FDLSX,33.33 | |||||||||||
201906 | SHY,100 | |||||||||||
201905 | FSELX,33.33,FBSOX,33.34,FSCSX,33.33 | |||||||||||
201904 | FBSOX,33.34,FSCSX,33.33,FSMEX,33.33 | |||||||||||
201903 | FSUTX,33.33,FBSOX,33.34,FSMEX,33.33 | |||||||||||
201902 | SHY,100 | |||||||||||
201901 | SHY,100 | |||||||||||
201812 | FPHAX,33.34,FSHCX,33.33,FSMEX,33.33 | |||||||||||
201811 | SHY,100 | |||||||||||
201810 | FSMEX,33.33,FSHCX,33.34,FSRPX,33.33 | |||||||||||
201809 | FSMEX,33.33,FSHCX,33.34,FSRPX,33.33 | |||||||||||
201808 | FSRPX,33.33,FSCSX,33.33,FBSOX,33.34 | |||||||||||
201807 | FBSOX,33.34,FSCSX,33.33,FSRPX,33.33 | |||||||||||
201806 | FSCSX,33.33,FSENX,33.33,FBSOX,33.34 | |||||||||||
201805 | FSRPX,33.33,FBSOX,33.34,FSDCX,33.33 | |||||||||||
201804 | FSDAX,33.33,FSPTX,33.33,FBSOX,33.34 | |||||||||||
201803 | FSDAX,33.34,FSRPX,33.33,FSPTX,33.33 | |||||||||||
201802 | FSRPX,33.33,FSDAX,33.34,FSPTX,33.33 | |||||||||||
201801 | FSELX,33.33,FSCSX,33.34,FSPTX,33.33 | |||||||||||
201712 | FSPTX,33.33,FSELX,33.33,FBSOX,33.34 | |||||||||||
201711 | FSPTX,33.33,FSELX,33.33,FSCHX,33.34 | |||||||||||
201710 | FSPTX,33.33,FSDAX,33.33,FSAIX,33.34 | |||||||||||
201709 | FBIOX,33.34,FSDAX,33.33,FSPTX,33.33 | |||||||||||
201708 | FSPTX,33.33,FSLBX,33.33,FDCPX,33.34 | |||||||||||
201707 | FSPTX,33.33,FSLBX,33.34,FSMEX,33.33 | |||||||||||
201706 | FSPTX,33.33,FSELX,33.33,FDCPX,33.34 | |||||||||||
201705 | FSELX,33.33,FDCPX,33.34,FSPTX,33.33 | |||||||||||
201704 | FDCPX,33.34,FSRBX,33.33,FSELX,33.33 | |||||||||||
201703 | FSRBX,33.33,FDCPX,33.34,FSELX,33.33 | |||||||||||
201702 | FSRBX,33.33,FSELX,33.34,FSRFX,33.33 | |||||||||||
201701 | FSRBX,33.33,FSELX,33.33,FSRFX,33.34 | |||||||||||
201612 | FSELX,33.33,FSRFX,33.33,FSRBX,33.34 | |||||||||||
201611 | FSELX,33.33,FSPTX,33.33,FSCSX,33.34 | |||||||||||
201610 | FSELX,33.33,FSMEX,33.33,FSPTX,33.34 | |||||||||||
201609 | FSELX,33.33,FSMEX,33.33,FSPTX,33.34 | |||||||||||
201608 | FSELX,33.33,FSMEX,33.33,FSTCX,33.34 | |||||||||||
201607 | #N/A | |||||||||||
201606 | FSTCX,33.33,FSUTX,33.33,FSCSX,33.34 | |||||||||||
201605 | FSTCX,33.33,FSMEX,33.33,FSCGX,33.34 | |||||||||||
201604 | FSTCX,33.33,FSUTX,33.33,FDFAX,33.34 | |||||||||||
201603 | SHY,100 | |||||||||||
201602 | SHY,100 | |||||||||||
201601 | FSRPX,33.33,FSCSX,33.33,FBSOX,33.34 | |||||||||||
201512 | FSRPX,33.33,FSCSX,33.33,FBSOX,33.34 | |||||||||||
201511 | FSRPX,33.33,FBSOX,33.33,FSCSX,33.34 | |||||||||||
201510 | SHY,100 | |||||||||||
201509 | SHY,100 | |||||||||||
201508 | FBIOX,33.33,FPHAX,33.33,FSRPX,33.34 | |||||||||||
201507 | FBIOX,33.33,FSHCX,33.33,FSPHX,33.34 | |||||||||||
201506 | FBIOX,33.33,FSPHX,33.33,FSHCX,33.34 | |||||||||||
201505 | FBIOX,33.33,FSPHX,33.33,FSMEX,33.34 | |||||||||||
201504 | FBIOX,33.33,FSMEX,33.33,FSPHX,33.34 | |||||||||||
201503 | FBIOX,33.33,FSELX,33.33,FSMEX,33.34 | |||||||||||
201502 | FBIOX,33.33,FSELX,33.33,FSPHX,33.34 | |||||||||||
201501 | FBIOX,33.33,FSRFX,33.33,FSELX,33.34 | |||||||||||
201412 | FBIOX,33.33,FSRFX,33.33,FSPHX,33.34 | |||||||||||
201411 | FBIOX,33.33,FSPHX,33.33,FSRFX,33.34 | |||||||||||
201410 | FSPHX,33.33,FSELX,33.33,FPHAX,33.34 | |||||||||||
201409 | FSELX,33.33,FSPHX,33.33,FSRFX,33.34 | |||||||||||
201408 | FSELX,33.33,FSPHX,33.33,FSNGX,33.34 | |||||||||||
201407 | FSNGX,33.33,FSELX,33.33,FSPHX,33.34 | |||||||||||
201406 | FSELX,33.33,FSRFX,33.33,FSAIX,33.34 | |||||||||||
201405 | FSELX,33.33,FSNGX,33.33,FPHAX,33.34 | |||||||||||
201404 | FSPHX,33.33,FSELX,33.33,FBIOX,33.34 | |||||||||||
201403 | FBIOX,33.33,FSPHX,33.33,FPHAX,33.34 | |||||||||||
201402 | FBIOX,33.33,FSPHX,33.33,FSCSX,33.34 | |||||||||||
201401 | FSPHX,33.33,FBIOX,33.33,FBSOX,33.34 | |||||||||||
201312 | FSAIX,33.33,FBIOX,33.33,FSPHX,33.34 | |||||||||||
201311 | FSAVX,33.33,FSAIX,33.33,FBIOX,33.34 | |||||||||||
201310 | FBIOX,33.33,FSAVX,33.33,FSPHX,33.34 | |||||||||||
201309 | FBIOX,33.33,FSAVX,33.33,FSPHX,33.34 | |||||||||||
201308 | FBIOX,33.33,FSAVX,33.33,FSPHX,33.34 | |||||||||||
201307 | FSAVX,33.33,FBIOX,33.33,FSLBX,33.34 | |||||||||||
201306 | FBIOX,33.33,FSLBX,33.33,FSAVX,33.34 | |||||||||||
201305 | FBIOX,33.33,FBMPX,33.33,FSAVX,33.34 | |||||||||||
201304 | FBIOX,33.33,FSAIX,33.33,FSRFX,33.34 | |||||||||||
201303 | FSLBX,33.33,FSHOX,33.33,FBMPX,33.34 | |||||||||||
201302 | FSHOX,33.33,FSLBX,33.33,FBMPX,33.34 | |||||||||||
201301 | FSHOX,33.33,FSAVX,33.33,FBMPX,33.34 | |||||||||||
201212 | FSHOX,33.33,FBIOX,33.33,FBMPX,33.34 | |||||||||||
201211 | FSHOX,33.33,FBMPX,33.33,FSVLX,33.34 | |||||||||||
201210 | FBIOX,33.33,FSHOX,33.33,FBMPX,33.34 | |||||||||||
201209 | FBIOX,33.33,FSHOX,33.33,FBMPX,33.34 | |||||||||||
201208 | FBIOX,33.33,FDFAX,33.33,FSVLX,33.34 | |||||||||||
201207 | FBIOX,33.33,FSHOX,33.33,FSVLX,33.34 | |||||||||||
201206 | FBIOX,33.33,FSRPX,33.33,FSHOX,33.34 | |||||||||||
201205 | FSHOX,33.33,FSRPX,33.33,FBIOX,33.34 | |||||||||||
201204 | FBIOX,33.33,FSHOX,33.33,FDCPX,33.34 | |||||||||||
201203 | FBIOX,33.33,FDCPX,33.33,FSCSX,33.34 | |||||||||||
201202 | FBIOX,33.33,FSHOX,33.33,FSCHX,33.34 | |||||||||||
201201 | SHY,100 | |||||||||||
201112 | SHY,100 | |||||||||||
201111 | SHY,100 | |||||||||||
201110 | SHY,100 | |||||||||||
201109 | SHY,100 | |||||||||||
201108 | FSESX,33.33,FSHCX,33.33,FBIOX,33.34 | |||||||||||
201107 | FSCHX,33.33,FSESX,33.33,FBIOX,33.34 | |||||||||||
201106 | FBIOX,33.33,FSCHX,33.33,FSESX,33.34 | |||||||||||
201105 | FSESX,33.33,FSENX,33.33,FNARX,33.34 | |||||||||||
201104 | FSESX,33.33,FSENX,33.33,FNARX,33.34 | |||||||||||
201103 | FSESX,33.33,FSENX,33.33,FNARX,33.34 | |||||||||||
201102 | FSESX,33.33,FSAVX,33.33,FSENX,33.34 | |||||||||||
201101 | FSAVX,33.33,FSESX,33.33,FSCHX,33.34 | |||||||||||
201012 | FSAVX,33.33,FSESX,33.33,FSAIX,33.34 | |||||||||||
201011 | FSAIX,33.33,FSRFX,33.33,FSAVX,33.34 | |||||||||||
201010 | FSAVX,33.33,FSRFX,33.33,FSPTX,33.34 | |||||||||||
201009 | SHY,100 | |||||||||||
201008 | FSRFX,33.33,FSAIX,33.33,FBMPX,33.34 | |||||||||||
201007 | SHY,100 | |||||||||||
201006 | FSRFX,33.33,FSAIX,33.33,FSAVX,33.34 | |||||||||||
201005 | FSRFX,33.33,FSAIX,33.33,FSAVX,33.34 | |||||||||||
201004 | FSAVX,33.33,FSAIX,33.33,FSRFX,33.34 | |||||||||||
201003 | FSAVX,33.33,FSAIX,33.33,FBMPX,33.34 | |||||||||||
201002 | FSAVX,33.33,FSAIX,33.33,FSPTX,33.34 | |||||||||||
201001 | FSAVX,33.33,FSPTX,33.33,FSELX,33.34 | |||||||||||
200912 | FSAVX,33.33,FSPTX,33.33,FSDPX,33.34 | |||||||||||
200911 | FSAVX,33.33,FSPTX,33.33,FSLBX,33.34 | |||||||||||
200910 | FSAVX,33.33,FSLBX,33.33,FSAIX,33.34 | |||||||||||
200909 | FSAVX,33.33,FSELX,33.33,FSLBX,33.34 | |||||||||||
200908 | FSAVX,33.33,FSELX,33.33,FSPTX,33.34 | |||||||||||
200907 | FSAVX,33.33,FSDCX,33.33,FSPTX,33.34 | |||||||||||
200906 | SHY,100 | |||||||||||
200905 | SHY,100 | |||||||||||
200904 | SHY,100 | |||||||||||
200903 | SHY,100 | |||||||||||
200902 | SHY,100 | |||||||||||
200901 | SHY,100 | |||||||||||
200812 | SHY,100 | |||||||||||
200811 | SHY,100 | |||||||||||
200810 | SHY,100 | |||||||||||
200809 | SHY,100 | |||||||||||
200808 | SHY,100 | |||||||||||
200807 | SHY,100 | |||||||||||
200806 | SHY,100 | |||||||||||
200805 | SHY,100 | |||||||||||
200804 | SHY,100 | |||||||||||
200803 | SHY,100 | |||||||||||
200802 | SHY,100 | |||||||||||
200801 | SHY,100 | |||||||||||
200712 | FSESX,33.33,FNARX,33.33,FSCHX,33.34 | |||||||||||
200711 | FSESX,33.33,FNARX,33.33,FWRLX,33.34 | |||||||||||
200710 | FSESX,33.33,FWRLX,33.33,FNARX,33.34 | |||||||||||
200709 | FSESX,33.33,FWRLX,33.33,FNARX,33.34 | |||||||||||
200708 | FSESX,33.33,FWRLX,33.33,FNARX,33.34 | |||||||||||
200707 | FWRLX,33.33,FSESX,33.33,FSAVX,33.34 | |||||||||||
200706 | FSTCX,33.33,FSUTX,33.33,FNARX,33.34 | |||||||||||
200705 | FSUTX,33.33,FNARX,33.33,FSNGX,33.34 | |||||||||||
200704 | FSUTX,33.33,FSDPX,33.33,FNARX,33.34 | |||||||||||
200703 | FSTCX,33.33,FSUTX,33.33,FSDPX,33.34 | |||||||||||
200702 | FSTCX,33.33,FSAIX,33.33,FDLSX,33.34 | |||||||||||
200701 | FSUTX,33.33,FSCSX,33.33,FSTCX,33.34 | |||||||||||
200612 | FSCSX,33.33,FSUTX,33.33,FSAIX,33.34 | |||||||||||
200611 | FSCSX,33.33,FSUTX,33.33,FSRPX,33.34 | |||||||||||
200610 | FSLBX,33.33,FSUTX,33.33,FSTCX,33.34 | |||||||||||
200609 | FSUTX,33.33,FDFAX,33.33,FSCSX,33.34 | |||||||||||
200608 | FSUTX,33.33,FNARX,33.33,FSENX,33.34 | |||||||||||
200607 | FNARX,33.33,FSESX,33.33,FSENX,33.34 | |||||||||||
200606 | FSESX,33.33,FNARX,33.33,FSENX,33.34 | |||||||||||
200605 | FSESX,33.33,FNARX,33.33,FSENX,33.34 | |||||||||||
200604 | FSLBX,33.33,FSESX,33.33,FSAIX,33.34 | |||||||||||
200603 | FSLBX,33.33,FBIOX,33.33,FSAIX,33.34 | |||||||||||
200602 | FSESX,33.33,FNARX,33.33,FSENX,33.34 | |||||||||||
200601 | FSESX,33.33,FSENX,33.33,FNARX,33.34 |
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