FIDSX : Fidelity® Select Financial Services Portfolio

FIDSX is a Sector Equity Market Financial Services with MODERATE fees.

FIDSX

Fidelity® Select Financial Services Portfolio

FI Score

48 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

7 /10

Category Score

0 /10

Market Size

7 /10

48% FI Score
  • fidsx
  • Mutual Fund
  • Sector Equity
  • Financial Services

Fidelity® Select Financial Services Portfolio

Expenses: 0.76% (Better than 1% of similar funds)

This is a bad choice for a Financial Services Sector Equity fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in providing financial services to consumers and industry. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.

Largest Holdings

Amount Holding
6.56% Citigroup Inc
6.18% Bank of America Corp
5.31% The Travelers Companies Inc
5.03% Morgan Stanley
4.89% Wells Fargo & Co
3.64% Capital One Financial Corp
3.04% Goldman Sachs Group Inc
2.80% Truist Financial Corp
2.50% American International Group Inc
2.27% State Street Corporation
2.10% Allstate Corp
2.04% The Hartford Financial Services Group Inc
1.99% Berkshire Hathaway Inc Class B
1.97% Essent Group Ltd
1.95% Discover Financial Services
1.90% SLM Corp
1.85% Bank of New York Mellon Corp
1.84% Arthur J. Gallagher & Co
1.81% Cboe Global Markets Inc
1.77% Northern Trust Corp
1.71% MetLife Inc
1.67% Huntington Bancshares Inc
1.40% NMI Holdings Inc A
1.39% AllianceBernstein Holding LP
1.38% AGNC Investment Corp

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