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Fidelity Select Insurance Portfolio: (MF: FSPCX)
(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET
$95.86 USD
-0.37 (-0.38%)
Zacks MF Rank
1-Strong Buy of 5 1
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.
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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 |