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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 58.27  /  +0.81 %
  • Total Assets 2.0 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 43%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 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 sizable cost advantage over competitors, priced within the second-cheapest 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 73.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

23.43 485.5 Mil
Financial Services

Mastercard Inc Class A

15.22 315.4 Mil
Financial Services

Accenture PLC Class A

10.56 218.8 Mil
Technology

MongoDB Inc Class A

4.55 94.2 Mil
Technology

Global Payments Inc

3.89 80.6 Mil
Industrials

Block Inc Class A

3.65 75.7 Mil
Technology

Fiserv Inc

3.48 72.1 Mil
Technology

ExlService Holdings Inc

3.30 68.4 Mil
Technology

Intuit Inc

2.90 60.2 Mil
Technology

Gartner Inc

2.80 58.0 Mil
Technology