Sector Investing in Fidelity Personal Retirement Annuity®
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2018 GICS Framework Updates
The Telecommunication Services sector has been expanded and renamed Communication Services. Learn more about the full scope of changes and how Fidelity's Sector Mutual Funds and ETFs plan to respond to the changes.
Industry impacts to GICS framework (PDF) | Fidelity's response to GICS changes (PDF) | Questions and answers (PDF)
Investing in equity sector funds in a tax-deferred account, such as the Fidelity Personal Retirement Annuity (FPRA), provides targeted exposure to specific segments of the economy, allows you to trade and rebalance without tax consequences1, and eliminates the need to track and report capital gains and losses. It's important to keep in mind that because of their narrow focus, sector funds can be more volatile than diversified equity funds.
Available sector funds
Communication Services2
Companies that facilitate communication or provide entertainment content and other information through various types of media
Consumer Discretionary
Companies that manufacture goods or provide services that people want but don't necessarily need
Consumer Staples
Companies that provide goods and services that people use on a daily basis
Energy
Companies involved in the exploration, production, or management of energy resources
Financial Services
Companies engaged in businesses such as banking and brokerage, mortgage finance, insurance, or real estate development
Health Care
Companies engaged in the production and delivery of medicine and health care–related goods and services
Industrials
Companies that manufacture and distribute capital goods in support of industries such as aerospace and defense, construction and engineering, and electrical equipment and heavy machinery
Materials
Companies engaged in the manufacturing or processing of chemicals and plastics, the harvesting of forests, or the extraction of metals and minerals
Real Estate
Companies engaged in the real estate industry and other real estate related investments
Technology
Companies that offer goods and services, including hardware, software, semiconductors, and consulting services
Utilities
Companies engaged in the production and delivery of electric power, natural gas, water, and other utility services
Sector Model Portfolios for FPRA
Defensive Equity Model Portfolios
May be appropriate for clients looking to manage downside risk while seeking long-term growth
Procyclical Equity Model Portfolios
May be appropriate for clients seeking to gain exposure to sectors that have historically performed well during periods of strengthening corporate profits
Sector investing tools and insights
Fidelity Viewpoints®
This year's sector outlook
Get the latest insights on the risks and opportunities facing investors this year.
Quarterly sector scorecard
See our experts' latest scorecard, including performance details for each sector.
Additional resources
Explore the following resources for sector investing background and strategies.
Why Invest in Sectors at Fidelity
See how we can help you achieve your goals with sector investing.
Sector Investment Strategies
Get investment strategies to help you gain a performance edge.
Research Sector and Industry Performance
Get the latest news and analysis for sectors and industries.
Learning Center
Markets and Sectors
Access all of Fidelity's Learning Center resources about markets and sectors.
Basics of Markets and Sectors
Learn key definitions, how businesses are classified, the types of classification systems, and more.
An introduction to sector investing
Learn about sector investing strategies and how you can make a well-informed decision on using sector funds to achieve your goals.
