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Fidelity Select Financials Portfolio (FIDSX)

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16.67 +0.20    +1.21%
25/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Fidelity Investments
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 828.72M
Fidelity Select Financial Services Port 16.67 +0.20 +1.21%

FIDSX Overview

 
Find basic information about the Fidelity Select Financials Portfolio mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FIDSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change49.86%
Prev. Close16.47
Risk Rating
TTM Yield1.67%
ROE21.19%
IssuerFidelity Investments
Turnover31%
ROA5.38%
Inception Date29930
Total Assets828.72M
Expenses0.70%
Min. Investment2,500
Market Cap29.69B
CategoryFinancial
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Fidelity Select Financials Portfolio Analysis


Performance

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1267 1068 1549 1297 1931 2874
Fund Return 26.75% 6.84% 54.89% 9.06% 14.07% 11.14%
Place in category 14 16 17 12 10 16
% in Category 17 18 21 16 14 32

Top Equity Funds by Fidelity Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity 500 Index Institutional Pr 592.67B 20.96 9.07 12.99
  Fidelity Contrafund K 128.94B 30.89 9.88 15.12
  Fidelity Contrafund 128.94B 30.86 9.80 15.03
  Fidelity Total Market Index Instl b 100.61B 19.75 7.53 12.38
  Fidelity Blue Chip Growth 62.16B 28.77 6.99 17.42

Top Funds for Financial Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  JNL/Mellon Capital Financial Sectoa 1.59B 24.50 6.84 10.42
  Fidelity Select Brokerage & Invmt 1.04B 28.32 9.59 12.96
  Fidelity Select Insurance Port 919.51M 28.34 15.89 13.03
  T. Rowe Price Financial Services 1.1B 25.77 8.43 12.12
  Vanguard Financials Index Adm 866.99M 24.44 6.67 11.25

Top Holdings

Name ISIN Weight % Last Change %
  Mastercard US57636Q1040 10.21 528.48 +0.36%
  Wells Fargo&Co US9497461015 6.20 77.35 +0.59%
  Bank of America US0605051046 5.08 47.74 +0.49%
  Apollo Global Management A US03769M1062 2.89 175.61 +0.52%
  Citigroup US1729674242 2.86 69.75 -1.41%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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