Fidelity® Select Transportation Portfolio (FSRFX)

98.70
Net Asset Value
-0.09%
1 Day
-5.35%
Year-to-Date
Overall Morningstar Rating
Industrials
Style or Category
No Load
Sales Expenses
0.80%
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+2.06% 3 years+11.29%
3 months+2.90% 5 years+15.02%
1 year+20.43% Since inception+12.78%
Data through --

Peer Comparisonvs. Industrials

 FSRFXCategory
Performance 5-yr return+15.02%+13.11%
Expense ratio0.80%1.23%
Risk 5 year sharpe ratio1.030.97
Net assets$466.0M$488.6M
Average market cap$27.1B$5.4B
Average P/E11.017.6
Portfolio turnover47%47%

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 / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock97.62%
Cash2.38%
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 Pacific19.31%
UPS UPS12.14%
CSX CSX Corp9.60%
FDX FedEx6.92%
DAL Delta Air Lines5.23%
LUV Southwest Airlines5.05%
NSC Norfolk Southern4.83%
GWR Genesee & Wyoming Inc3.48%
CHRW C.H. Robinson Worldwide Inc3.26%
JBHT J B Hunt Transport Services Inc3.12%