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Fidelity® Select Transportation (FSRFX)

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 primarily invests in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in providing transportation services or companies principally engaged in the design, manufacture, distribution, or sale of transportation equipment. 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.


1 month-2.62% 3 years+22.00%
3 months+7.94% 5 years+13.25%
1 year-10.90% Since inception+12.68%
Data through --

Peer Comparisonvs. Industrials

Performance 5-yr return+13.25%+11.23%
Expense ratio0.81%1.32%
Risk 5 year sharpe ratio0.950.80
Net assets$513.6M$305.3M
Average market cap$16.4B$52.2B
Average P/E14.118.7
Portfolio turnover72%72%

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Fund Management and Purchase Info

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


U.S. stock95.96%
International stock3.01%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service 95.52%
Consumer goods 3.57%
Consumer service 0.75%
Industrial materials 0.15%
Energy 0.00%
Top 10 Holdings
Portfolio weighting
UNP Union Pacific15.44%
UPS UPS15.40%
LUV Southwest Airlines6.61%
AAL American Airlines6.14%
DAL Delta Air Lines5.54%
FDX FedEx4.95%
CSX CSX Corp4.90%
ALK Alaska Air Group Inc4.76%
SWFT Swift Transportation Co4.69%
NSC Norfolk Southern2.97%