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Fidelity® Select Banking Portfolio (FSRBX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
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 banking. 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.


1 month+3.30% 3 years+12.65%
3 months-5.11% 5 years+12.33%
1 year+7.04% Since inception+9.65%
Data through --

Peer Comparisonvs. Financial

Performance 5-yr return+12.33%+9.70%
Expense ratio0.80%2.79%
Risk 5 year sharpe ratio0.780.71
Net assets$640.4M$286.8M
Average market cap$21.2B$39.2B
Average P/E13.314.5
Portfolio turnover65%65%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJohn Sheehy / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock94.76%
International stock4.83%
Fixed income0.00%
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
WFC Wells Fargo11.29%
USB U.S. Bancorp7.42%
BAC Bank of America5.86%
C Citigroup5.14%
JPM JPMorgan Chase5.14%
STI SunTrust Banks Inc5.05%
RF Regions Financial Corp4.16%
COF Capital One Financial4.01%
PB Prosperity Bancshares Inc3.21%
MTB M&T Bank3.08%

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