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Morningstar

Fidelity Select Enterprise Tech Svcs FBSOX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 55.76  /  −0.07 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.01%
  • Turnover 35%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FBSOX

Will FBSOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FBSOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FBSOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FBSOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Select Enterprise Tech Svcs earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings FBSOX

More FBSOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

22.97 416.8 Mil
Financial Services

Mastercard Inc Class A

18.42 334.2 Mil
Financial Services

Accenture PLC Class A

7.73 140.3 Mil
Technology

Fiserv Inc

5.05 91.7 Mil
Technology

Global Payments Inc

3.83 69.6 Mil
Industrials

Block Inc Class A

3.63 65.9 Mil
Technology

Corpay Inc

3.42 62.1 Mil
Technology

MongoDB Inc Class A

3.12 56.6 Mil
Technology

Gartner Inc

3.05 55.3 Mil
Technology

Intuit Inc

2.68 48.7 Mil
Technology