Fidelity Select Transportation Portfolio (FSRFX)

62.85
Net Asset Value
-0.08%
1 Day
+22.09%
Year-to-Date
Overall Morningstar Rating
Industrials
Style or Category
No Load
Sales Expenses
0.89%
Expense Ratio
Below 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+5.54% 3 years+16.23%
3 months+10.39% 5 years+10.83%
1 year+28.72% Since inception+12.34%
Data through --

Peer Comparisonvs. Industrials

 FSRFXCategory
Performance 5-yr return+10.83%+6.16%
Expense ratio0.89%1.50%
Risk 5 year sharpe ratio0.480.31
Net assets$331.0M$250.8M
Average market cap$13.0B$23.2B
Average P/E17.516.8
Portfolio turnover47%47%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureMatthew Moulis / 1 Years
Minimal initial investment$2,500.00
Minimum IRA investment$200.00

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
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 Pacific Corp16.74%
UPS United Parcel Service Inc (UPS) Class B16.63%
FDX FedEx Corporation6.55%
DAL Delta Air Lines Inc4.09%
NSC Norfolk Southern Corporation3.50%
CSX CSX Corp3.17%
JBHT J.B. Hunt Transport Services, Inc.2.86%
UAL United Continental Holdings Inc2.46%
HUBG Hub Group, Inc. Class A2.05%
DCO Ducommun Inc1.95%

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