Fidelity® Select Insurance Portfolio (FSPCX)

70.66
Net Asset Value
+2.01%
1 Day
+3.03%
Year-to-Date
Overall Morningstar Rating
Financial
Style or Category
No Load
Sales Expenses
0.83%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in underwriting, reinsuring, selling, distributing, or placing of property and casualty, life, or health insurance. It invests in domestic and foreign issuers. The fund invests primarily in common stocks. 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+2.18% 3 years+24.86%
3 months+3.82% 5 years+16.84%
1 year+12.03% Since inception+11.34%
Data through --

Peer Comparisonvs. Financial

 FSPCXCategory
Performance 5-yr return+16.84%+9.75%
Expense ratio0.83%1.95%
Risk 5 year sharpe ratio1.120.71
Net assets$401.2M$271.7M
Average market cap$21.5B$39.6B
Average P/E11.914.8
Portfolio turnover126%126%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePeter Deutsch / 1 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock88.75%
International stock10.54%
Cash0.71%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 100.00%
Business service 0.00%
Consumer goods 0.00%
Consumer service 0.00%
Energy 0.00%
Top 10 Holdings
Portfolio weighting
AIG American International Group Inc10.78%
MET MetLife Inc9.10%
ACE ACE Ltd7.17%
CB Chubb Corp6.19%
PRU Prudential Financial Inc5.63%
MMC Marsh & McLennan Companies Inc5.59%
ALL Allstate Corp5.03%
TRV Travelers Companies Inc5.01%
AFL Aflac Inc4.91%
PFG Principal Financial Group3.52%

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