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Fidelity Select Insurance Portfolio: (MF: FSPCX)

(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET

$95.41 USD

+0.61 (0.64%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

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Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 28.51 3
3 months 10.06 60
6 months 15.69 53
1 Year 39.68 15
3 Year 17.83 1
5 Year 16.61 1
10 Year 13.18 1

* Annual for three years and beyond.

Zacks Premium Research for FSPCX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

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Portfolio Statistics

% Unrealized Gain 28.32
% Yield 0.91
% SEC Yield NA
Net Assets (Mil $) 8/31/2024 8.45
% Turnover 8/31/2024 80.00

Risk

3 Year 5 Year 10 Year
Beta 0.69 0.84 0.86
Alpha 10.04 3.30 2.10
R Squared 0.51 0.58 0.62
Std. Dev. 17.13 19.93 16.66
Sharpe 0.90 0.82 2.00

Sector / Country Weightings

As of 8/31/2024 % of Portfolio
Finance 97.14
Other 2.86

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2024)
% of Portfolio Value (Mil$)
MARSH & MCLENNAN CO 11.11 78.01
CHUBB LTD 10.66 74.86
GALLAGHER (ARTHUR J.) & C 9.04 63.51
HARTFORD FINANCIAL SERVIC 8.98 63.08
THE TRAVELERS COMPANIES I 7.36 51.66
ARCH CAPITAL GROUP LTD 4.83 33.95
REINSURANCE GROUP OF AMER 4.82 33.86
UNUM GROUP 4.62 32.43
PROGRESSIVE CORP 4.57 32.12

Stock Holding % of Net Assets

As Of 5/31/2024
Total Issues 21
Avg. P/E 14.85
Avg. P/Book 2.61
Avg. EPS Growth 3.47
Avg. Market Value (Mil $) 52,888

Allocation

% of Portfolio
Large Growth 0.00
Large Value 26.19
Small Growth 0.00
Small Value 4.55
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00