Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Fidelity® Select Transportation Portfolio (FSRFX)

106.75
Net Asset Value
-0.71%
1 Day
+18.49%
Year-to-Date
Overall Morningstar Rating
Industrials
Style or Category
No Load
Sales Expenses
0.83%
Expense Ratio
Above Average
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.

Performance

1 month+8.61% 3 years+8.38%
3 months+10.15% 5 years+20.00%
1 year+17.75% Since inception+13.00%
Data through --

Peer Comparisonvs. Industrials

 FSRFXCategory
Performance 5-yr return+20.00%+16.20%
Expense ratio0.83%1.22%
Risk 5 year sharpe ratio1.341.24
Net assets$539.3M$449.6M
Average market cap$22.8B$5.5B
Average P/E21.117.1
Portfolio turnover104%104%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock97.22%
Cash2.78%
International stock0.00%
Fixed income0.00%
Other0.00%
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 Pacific18.11%
UPS UPS13.68%
FDX FedEx6.59%
CSX CSX Corp6.00%
NSC Norfolk Southern5.96%
DAL Delta Air Lines4.54%
EXPD Expeditors International of Washington Inc3.69%
CHRW C.H. Robinson Worldwide Inc3.34%
LUV Southwest Airlines3.11%
JBHT J B Hunt Transport Services Inc3.07%