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Fidelity Select Transportation FSRFX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 109.75  /  −0.34 %
  • Total Assets 562.1 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Industrials
  • Investment Style Mid Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.69%
  • Turnover 23%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:16 PM GMT+0

Morningstar’s Analysis FSRFX

Will FSRFX outperform in future?

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

Fidelity Select Transportation’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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.

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Portfolio Holdings FSRFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 71.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Union Pacific Corp

17.75 103.8 Mil
Industrials

Uber Technologies Inc

13.67 80.0 Mil
Technology

United Parcel Service Inc Class B

13.50 78.9 Mil
Industrials

FedEx Corp

5.00 29.3 Mil
Industrials

Kirby Corp

4.40 25.7 Mil
Industrials

Delta Air Lines Inc

3.79 22.1 Mil
Industrials

Norfolk Southern Corp

3.72 21.7 Mil
Industrials

Copa Holdings SA Class A

3.68 21.5 Mil
Industrials

CSX Corp

3.03 17.7 Mil
Industrials

Alaska Air Group Inc

2.66 15.6 Mil
Industrials