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Morningstar

Fidelity Select Insurance Port FSPCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 86.62  /  +1.52 %
  • Total Assets 651.9 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Financial
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.00%
  • Turnover 80%

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

Morningstar’s Analysis FSPCX

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

  • People Pillar

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

Fidelity Select Insurance Port’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSPCX

More FSPCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 74.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chubb Ltd

14.20 92.6 Mil
Financial Services

Marsh & McLennan Companies Inc

11.49 74.9 Mil
Financial Services

The Hartford Financial Services Group Inc

9.05 59.0 Mil
Financial Services

The Travelers Companies Inc

7.79 50.7 Mil
Financial Services

Arthur J. Gallagher & Co

7.06 46.0 Mil
Financial Services

Arch Capital Group Ltd

5.22 34.1 Mil
Financial Services

Progressive Corp

5.03 32.8 Mil
Financial Services

MetLife Inc

4.82 31.4 Mil
Financial Services

American Financial Group Inc

4.72 30.7 Mil
Financial Services

Unum Group

4.68 30.5 Mil
Financial Services