Fidelity® Select Transportation (FSRFX)

90.96
Net Asset Value
+0.65%
1 Day
-5.47%
Year-to-Date
Overall Morningstar Rating
Industrials
Style or Category
No Load
Sales Expenses
0.85%
Expense Ratio
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-4.66% 3 years+23.56%
3 months-6.21% 5 years+18.27%
1 year+20.33% Since inception+13.45%
Data through --

Peer Comparisonvs. Industrials

 FSRFXCategory
Performance 5-yr return+18.27%+16.77%
Expense ratio0.85%1.39%
Risk 5 year sharpe ratio1.260.97
Net assets$1.2B$449.8M
Average market cap$21.7B$51.9B
Average P/E17.419.2
Portfolio turnover78%78%

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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$500.00

Holdings

U.S. stock96.68%
Cash1.87%
International stock1.45%
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 Pacific17.10%
UPS UPS11.71%
FDX FedEx7.97%
DAL Delta Air Lines6.87%
AAL American Airlines6.76%
UAL United Continental Holdings5.04%
CSX CSX Corp4.94%
LUV Southwest Airlines4.07%
HTZ Hertz Global Holdings Inc3.06%
SWFT Swift Transportation Co2.81%

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