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Morningstar

Fidelity Select Construction & Housing FSHOX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 120.30  /  +2.55 %
  • Total Assets 745.7 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Consumer Cyclical
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.78%
  • Turnover 27%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FSHOX

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

  • People Pillar

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

Fidelity Select Construction& Housing's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSHOX

More FSHOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Home Depot Inc

15.39 118.4 Mil
Consumer Cyclical

Lowe's Companies Inc

12.94 99.6 Mil
Consumer Cyclical

Trane Technologies PLC Class A

5.21 40.1 Mil
Industrials

Johnson Controls International PLC

5.07 39.0 Mil
Industrials

Martin Marietta Materials Inc

3.78 29.1 Mil
Basic Materials

Quanta Services Inc

2.86 22.0 Mil
Industrials

Invitation Homes Inc

2.77 21.3 Mil
Real Estate

PulteGroup Inc

2.69 20.7 Mil
Consumer Cyclical

Carlisle Companies Inc

2.54 19.6 Mil
Industrials

TopBuild Corp

2.51 19.3 Mil
Industrials