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Morningstar

Fidelity® Select Financial Services Port FIDSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.60  /  0.51 %
  • Total Assets 688.4 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Financial
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.99%
  • Turnover 53%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis FIDSX

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

People Pillar

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

Summary

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Fidelity® Select Financial Services Port's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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