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Fidelity Select Banking FSRBX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 24.54  /  +0.20 %
  • Total Assets 414.5 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Financial
  • Investment Style Mid Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 2.92%
  • Turnover 21%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 PM GMT+0

Morningstar’s Analysis FSRBX

Will FSRBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Fidelity Select Banking earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings FSRBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 56.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wells Fargo & Co

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7.35 31.4 Mil
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PNC Financial Services Group Inc

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Bank of America Corp

6.79 29.1 Mil
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Citigroup Inc

5.03 21.5 Mil
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Truist Financial Corp

4.78 20.4 Mil
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M&T Bank Corp

4.23 18.1 Mil
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Popular Inc

4.20 18.0 Mil
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KeyCorp

4.13 17.7 Mil
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East West Bancorp Inc

3.87 16.5 Mil
Financial Services