The Best Consumer Discretionary Equities Mutual Funds

Documentation

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Consumer Discretionary Equities mutual funds.

Number of Funds: 9
Avg. Expense Ratio: 0.92%
Avg. Yield: 4.84%
Avg. 1 Year Return: 3.12%
Median Risk/Return Score: 8 / 100

9 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FDLSX	Fidelity Select Leisure Portfolio	Consumer Discretionary Equities	May 7, 1984	0.74%	0.23%	11.34%	5.15%	1
FSAVX	Fidelity Select Automotive Portfolio	Consumer Discretionary Equities	Jun 29, 1986	0.88%	-4.48%	10.58%	5.94%	4
FSCPX	Fidelity Select Consumer Discretionary Portfolio	Consumer Discretionary Equities	Jun 28, 1990	0.76%	-0.93%	11.88%	9.28%	9
FSHOX	Fidelity Select Construction & Housing Portfolio	Consumer Discretionary Equities	Sep 28, 1986	0.76%	4.33%	14.01%	6.17%	8
FSRPX	Fidelity Select Retailing Portfolio	Consumer Discretionary Equities	Dec 15, 1985	0.72%	7.55%	12.40%	6.38%	3
RYLIX	Rydex Leisure Fund	Consumer Discretionary Equities	Mar 31, 1998	1.39%	-1.99%	6.95%	0.06%	3
RYRIX	Rydex Retailing Fund	Consumer Discretionary Equities	Mar 31, 1998	1.40%	2.45%	9.54%	1.65%	8
USLUX	U.S. Global Investors Global Luxury Goods Fund	Consumer Discretionary Equities	May 2, 1995	1.55%	-3.53%	9.47%	8.17%	12
VCDAX	Vanguard Consumer Discretionary Index Fund Admiral...	Consumer Discretionary Equities	Jul 14, 2005	0.10%	-0.23%	13.41%	0.73%	9

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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Time Period

Best Consumer Discretionary Equities Mutual funds by Risk/Return Score

The top Consumer Discretionary Equities Mutual funds by PortfoliosLab Risk/Return Score are USLUX (12) and FSCPX (9). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
USLUX	U.S. Global Investors Global Luxury Goods Fund	12	—	May 1995
FSCPX	Fidelity Select Consumer Discretionary Portfolio	9	—	Jun 1990
VCDAX	Vanguard Consumer Discretionary Index Fund Admiral...	9	6.80B	Jul 2005
RYRIX	Rydex Retailing Fund	8	—	Mar 1998
FSHOX	Fidelity Select Construction & Housing Portfolio	8	—	Sep 1986

Best-Performing Consumer Discretionary Equities Mutual funds Over 5 Years

The top Consumer Discretionary Equities Mutual funds is FSHOX (9.16%). Across the lineup, Consumer Discretionary Equities Mutual funds show an average 1-year return of 3.12% and an average 5-year return of 4.25%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
FSHOX	Fidelity Select Construction & Housing Portfolio	9.16%	—	Sep 1986
FDLSX	Fidelity Select Leisure Portfolio	6.30%	—	May 1984
VCDAX	Vanguard Consumer Discretionary Index Fund Admiral...	5.60%	6.80B	Jul 2005
FSCPX	Fidelity Select Consumer Discretionary Portfolio	5.46%	—	Jun 1990
USLUX	U.S. Global Investors Global Luxury Goods Fund	5.36%	—	May 1995

Lowest-Cost Consumer Discretionary Equities Mutual funds

The top Consumer Discretionary Equities Mutual funds is VCDAX (0.10%). With an average expense ratio of 0.92%, Consumer Discretionary Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
VCDAX	Vanguard Consumer Discretionary Index Fund Admiral...	0.10%	6.80B	Jul 2005
FSRPX	Fidelity Select Retailing Portfolio	0.72%	—	Dec 1985
FDLSX	Fidelity Select Leisure Portfolio	0.74%	—	May 1984
FSHOX	Fidelity Select Construction & Housing Portfolio	0.76%	—	Sep 1986
FSCPX	Fidelity Select Consumer Discretionary Portfolio	0.76%	—	Jun 1990

Highest-Yield Consumer Discretionary Equities Mutual funds

The top Consumer Discretionary Equities Mutual funds is FSCPX (9.28%). Across the lineup, Consumer Discretionary Equities Mutual funds show an average dividend yield of 4.84%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
FSCPX	Fidelity Select Consumer Discretionary Portfolio	9.28%	—	Jun 1990
USLUX	U.S. Global Investors Global Luxury Goods Fund	8.17%	—	May 1995
FSRPX	Fidelity Select Retailing Portfolio	6.38%	—	Dec 1985
FSHOX	Fidelity Select Construction & Housing Portfolio	6.17%	—	Sep 1986
FSAVX	Fidelity Select Automotive Portfolio	5.94%	—	Jun 1986

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