Fidelity® Select Transportation Portfolio (FSRFX)

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


1 month-3.11% 3 years+6.39%
3 months-6.47% 5 years+14.77%
1 year+16.69% Since inception+12.80%
Data through --

Peer Comparisonvs. Industrials

Performance 5-yr return+14.77%+16.00%
Expense ratio0.83%1.23%
Risk 5 year sharpe ratio1.081.08
Net assets$512.6M$547.2M
Average market cap$28.4B$5.5B
Average P/E22.218.6
Portfolio turnover104%104%

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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


U.S. stock97.40%
International stock0.00%
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 Pacific18.42%
UPS UPS13.46%
CSX CSX Corp8.92%
NSC Norfolk Southern6.22%
FDX FedEx5.31%
DAL Delta Air Lines5.18%
LUV Southwest Airlines4.79%
EXPD Expeditors International of Washington Inc3.87%
JBHT J B Hunt Transport Services Inc3.29%
GWR Genesee & Wyoming Inc2.99%