I’ve been keeping a close eye on these rankings to try and get some advanced notice on any sector rotation. So far, not much has changed. For over two months, transportation related funds have been ranked at or near the top. Brokerages and alternative energy have also stayed near the top.
- Air Transportation (FSAIX)
- Transportation (FSRFX)
- Brokerage and Investment Management (FSLBX)
- Automotive Portfolio (FSAVX)
- Environment and Alternative Energy (FSLEX)
I remain curious about FSLEX as I believe these types of companies may do well due to the political environment. Here is the Fidelity page which shows the holdings for the fund: FSLEX Composition