Morningstar

Fidelity Select Defense and Aerospace Portfolio FSDAX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $25.32  /  +0.72 %
  • Fund Size $3.3B
  • Adjusted Expense Ratio 0.630%
  • Net Expense Ratio 0.630%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Industrials
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 18%
NAV and 1-Day Return as of

Morningstar’s Analysis FSDAX

Will FSDAX outperform in the 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 FSDAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Select Defense & Aerospace holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FSDAX

More FSDAX 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

GE Aerospace

23.31 858M
Industrials

RTX Corp

15.44 568M
Industrials

Boeing Co

10.67 393M
Industrials

Howmet Aerospace Inc

4.81 177M
Industrials

Heico Corp Class A

4.48 165M
Industrials

General Dynamics Corp

4.22 155M
Industrials

Carpenter Technology Corp

3.03 112M
Industrials

Axon Enterprise Inc

2.83 104M
Industrials

TransDigm Group Inc

2.80 103M
Industrials

Curtiss-Wright Corp

2.80 103M
Industrials

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