Morningstar

Fidelity Select Transportation Portfolio FSRFX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $113.03  /  −2.17 %
  • Fund Size $474.7M
  • Adjusted Expense Ratio 0.680%
  • Net Expense Ratio 0.680%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Industrials
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.87%
  • Turnover Ratio 40%
NAV and 1-Day Return as of

Morningstar’s Analysis FSRFX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Select Transportation holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FSRFX

More FSRFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Uber Technologies Inc

11.73 60M
Technology

Union Pacific Corp

11.19 57M
Industrials

Delta Air Lines Inc

7.82 40M
Industrials

United Airlines Holdings Inc

6.27 32M
Industrials

CSX Corp

6.14 31M
Industrials

Old Dominion Freight Line Inc Ordinary Shares

6.03 31M
Industrials

FedEx Corp

4.92 25M
Industrials

United Parcel Service Inc Class B

4.92 25M
Industrials

C.H. Robinson Worldwide Inc

4.71 24M
Industrials

XPO Inc

4.56 23M
Industrials

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