Skip to Content
Morningstar

Fidelity Select Transportation FSRFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 108.88  /  +2.00 %
  • Total Assets 615.6 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 1.54%
  • Turnover 23%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 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.

  • 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.

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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FSRFX

More FSRFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 74.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Union Pacific Corp

17.75 108.4 Mil
Industrials

Uber Technologies Inc

17.17 104.9 Mil
Technology

United Parcel Service Inc Class B

12.33 75.3 Mil
Industrials

FedEx Corp

4.88 29.8 Mil
Industrials

Kirby Corp

4.76 29.1 Mil
Industrials

Delta Air Lines Inc

3.85 23.5 Mil
Industrials

Norfolk Southern Corp

3.76 23.0 Mil
Industrials

Saia Inc

3.47 21.2 Mil
Industrials

Copa Holdings SA Class A

3.35 20.5 Mil
Industrials

CSX Corp

3.21 19.6 Mil
Industrials