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Morningstar

Fidelity® Select Defense & Aero Port FSDAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 15.76  /  0.57 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Industrials
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.39%
  • Turnover 52%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis FSDAX

Will FSDAX 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 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.

Summary

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Fidelity® Select Defense & Aero Port's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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