The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
Fidelity Select Insurance Port FSPCX
- NAV / 1-Day Return 82.10 / −0.63 %
- Total Assets 668.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.810%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Financial
- Investment Style Mid Value
- Min. Initial Investment —
- Status Open
- TTM Yield 0.89%
- Turnover 80%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 67.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Marsh & McLennan Companies Inc | 10.49 | 62.7 Mil | Financial Services |
Chubb Ltd | 9.86 | 58.9 Mil | Financial Services |
The Travelers Companies Inc | 8.91 | 53.3 Mil | Financial Services |
The Hartford Financial Services Group Inc | 8.70 | 52.0 Mil | Financial Services |
Arthur J. Gallagher & Co | 6.23 | 37.3 Mil | Financial Services |
Arch Capital Group Ltd | 4.95 | 29.6 Mil | Financial Services |
Allstate Corp | 4.92 | 29.4 Mil | Financial Services |
Corebridge Financial Inc | 4.61 | 27.6 Mil | Financial Services |
Progressive Corp | 4.61 | 27.6 Mil | Financial Services |
Unum Group | 4.61 | 27.6 Mil | Financial Services |