Advertisement
Skip to Content
Morningstar

Fidelity® Select Retailing FSRPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 17.25  /  0.70 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Consumer Cyclical
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.34%
  • Turnover 33%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis FSRPX

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

People Pillar

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

Summary

|

An upgrade in People Pillar rating is the primary driver of Fidelity® Select Retailing's upgrade to a Morningstar Quantitative Rating of Bronze from Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor