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Morningstar

Fidelity® Select Banking FSRBX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 26.06  /  0.57 %
  • Total Assets 418.8 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Financial
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.66%
  • Turnover 34%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FSRBX

Will FSRBX 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 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.

Summary

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Fidelity® Select Banking's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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