Fidelity® Select Portfolios Air Transportation Portfolio (FSAIX)

66.21
Net Asset Value
-0.51%
1 Day
+11.65%
Year-to-Date
Overall Morningstar Rating
Industrials
Style or Category
No Load
Sales Expenses
0.87%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in the regional, national, and international movement of passengers, mail, and freight via aircraft. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.

Performance

1 month+0.55% 3 years+33.08%
3 months+5.01% 5 years+25.11%
1 year+37.98% Since inception+11.15%
Data through --

Peer Comparisonvs. Industrials

 FSAIXCategory
Performance 5-yr return+25.11%+22.32%
Expense ratio0.87%1.40%
Risk 5 year sharpe ratio1.311.03
Net assets$371.4M$376.8M
Average market cap$18.4B$45.8B
Average P/E13.617.1
Portfolio turnover125%125%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureMatthew Moulis / 2 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock85.45%
International stock11.23%
Cash3.02%
Other0.30%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service 63.56%
Industrial materials 36.44%
Consumer goods 0.00%
Consumer service 0.00%
Energy 0.00%
Top 10 Holdings
Portfolio weighting
BA Boeing Co12.13%
UPS United Parcel Service Inc (UPS) Class B8.71%
DAL Delta Air Lines Inc8.55%
FDX FedEx Corp6.70%
PCP Precision Castparts Corp5.87%
AAL American Airlines Group Inc5.69%
UAL United Continental Holdings Inc4.40%
LUV Southwest Airlines Co4.00%
CHRW CH Robinson Worldwide Inc3.20%
EXPD Expeditors International of Washington Inc2.70%

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