August 2016 Chapter Meeting

Understanding Sector Investing

Greg Lee

Greg Lee
Regional Broker Consultant, Fidelity Investments

Saturday, August 13, 2016 at 10:00AM

Sector investing offers targeted exposure to the stocks of companies in specific segments of the economy and can helps pursuing growth, diversification and to manage risks. Each sector has its own benefits, characteristics, and considerations. This presentation covers the definition of a sector fund, how Morningstar categorizes sector funds, historical performance, and sensible strategies for sector investing.

Attend this Meeting and Learn
· What a sector is and why sectors matter.
· How sector-based investments can help you achieve different goals with your portfolio.
· Tools and resources to help find, research, and implement sector investing ideas.

There are several different ways one can diversify a portfolio, such as the different categories of the Morningstar style box, which contain several different asset classes. But another common way to diversify is between the various sectors of the economy. This is usually accomplished with mutual funds that concentrate in one of the major sectors, such as natural resources or utilities. This article will examine the nature and composition of sector funds and the advantages and disadvantages that they present to investors.

The presentation will cover Sector Mutual Fund, and their categories:
1. Natural Resources Funds
2. Utility Funds
3. Real Estate Funds
4. Financial Funds
5. Healthcare Funds
6.Technology Funds
7. Communications Funds
8. Precious Metals Funds

About our Speaker
Greg Lee is the Regional Brokerage Consultant throughout the Mid-Atlantic Region for Fidelity Investments. He conducts seminars on educational topics including fundamental and technical trading, research and options, market mechanics, and trading software. Prior to joining Fidelity Investments in 2007, Mr. Lee worked for Charles Schwab and JP Morgan Chase. He has Series 3, 7, and 63 licenses and earned an MBA from Grand Canyon University.

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