Morningstar

Fidelity Select Banking Portfolio FSRBX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $36.20  /  −0.25 %
  • Fund Size $468.2M
  • Adjusted Expense Ratio 0.690%
  • Net Expense Ratio 0.690%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Financial
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.11%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis FSRBX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Select Banking holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FSRBX

More FSRBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp

8.08 41M
Financial Services

Wells Fargo & Co

7.43 38M
Financial Services

Citigroup Inc

5.82 30M
Financial Services

U.S. Bancorp

5.36 27M
Financial Services

Huntington Bancshares Inc

4.83 24M
Financial Services

M&T Bank Corp

4.53 23M
Financial Services

KeyCorp

4.25 22M
Financial Services

Truist Financial Corp

4.11 21M
Financial Services

Old National Bancorp

3.77 19M
Financial Services

UMB Financial Corp

3.68 19M
Financial Services

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