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Fidelity® Select Portfolios Air Transportation Portfolio (FSAIX)

83.32
Net Asset Value
-6.43%
1 Day
+12.17%
Year-to-Date
Overall Morningstar Rating
Industrials
Style or Category
No Load
Sales Expenses
0.85%
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+8.59% 3 years+11.83%
3 months+9.23% 5 years+21.58%
1 year+20.66% Since inception+11.51%
Data through --

Peer Comparisonvs. Industrials

 FSAIXCategory
Performance 5-yr return+21.58%+16.20%
Expense ratio0.85%1.22%
Risk 5 year sharpe ratio1.501.24
Net assets$396.1M$449.6M
Average market cap$18.6B$5.5B
Average P/E18.217.1
Portfolio turnover106%106%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureMatthew Moulis / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock94.40%
Cash3.12%
International stock2.48%
Fixed income0.00%
Other0.00%
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
UPS UPS11.31%
DAL Delta Air Lines9.35%
LUV Southwest Airlines8.07%
COL Rockwell Collins Inc6.73%
UTX United Technologies6.23%
EXPD Expeditors International of Washington Inc5.95%
SPR Spirit AeroSystems Holdings Inc5.03%
MOGA Moog Inc3.66%
ALK Alaska Air Group Inc3.63%
AAL American Airlines3.54%