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Morningstar

Fidelity Select Fintech Port FSVLX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 16.12  /  +0.75 %
  • Total Assets 104.5 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Financial
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 43%

USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 10:19 PM GMT+0

Morningstar’s Analysis FSVLX

Will FSVLX 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 FSVLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSVLX 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 FSVLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Select Fintech Port's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSVLX

More FSVLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 74.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mastercard Inc Class A

12.75 14.3 Mil
Financial Services

Visa Inc Class A

11.90 13.4 Mil
Financial Services

Intuit Inc

11.69 13.1 Mil
Technology

American Express Co

8.12 9.1 Mil
Financial Services

Discover Financial Services

5.18 5.8 Mil
Financial Services

Fiserv Inc

5.12 5.8 Mil
Technology

Adyen NV

5.05 5.7 Mil
Technology

Block Inc Class A

4.91 5.5 Mil
Technology

Global Payments Inc

4.84 5.4 Mil
Industrials

Shopify Inc Registered Shs -A- Subord Vtg

4.80 5.4 Mil
Technology