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Fidelity Select Financial Services: (MF: FIDSX)

(MF) As of Oct 13, 2017 06:05 PM ET

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$108.93 USD

-0.21 (-0.19%)

Zacks MF Rank 1-Strong Buy 1        

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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Latest Performance as of Sep 30, 2017

Total Return %* Percentile Rank Objective
YTD 11.28 36
3 months 5.43 13
6 months 9.48 31
1 Year 30.46 46
3 Year 10.40 41
5 Year 14.59 36
10 Year 1.27 65

* Annual for three years and beyond.

Zacks Premium Research for FIDSX

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

Zacks MF Rank Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 14.88
% Yield 0.91
% SEC Yield NA
Net Assets (Mil $) 9/30/2017 1,123.88
%Turnover 9/30/2017 84.00

Risk

3 Year 5 Year 10 Year
Beta 1.13 1.08 1.31
Alpha -1.29 -0.46 -6.79
R Squared 0.66 0.67 0.78
Std. Dev. 13.97 12.63 22.55
Sharpe 0.79 1.21 3.00

Sector / Country Weightings

As of 9/30/2017 % of Portfolio
Finance 93.08
Other 4.67
Technology 1.49
Retail Trade 0.76

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2017)
% of Portfolio Value (Mil$)
CITIGROUP INC 5.73 51.31
CAPITAL ONE FINANCIAL COR 5.62 50.28
BANK OF AMERICA CORP 5.23 46.78
BERKSHIRE HATHAWAY INC CL 5.21 46.61
HUNTINGTON BANCSHARES 4.69 41.96
GOLDMAN SACHS GROUP INC 4.25 38.03
CHUBB CORP 3.92 35.07
TRAVELERS COS INC THE 3.86 34.56
JPMORGAN CHASE & CO 3.41 30.54

Stock Holding % of Net Assets

As Of 5/31/2017
Total Issues 43
Avg. P/E 17.09
Avg. P/Book 2.66
Avg. EPS Growth 9.86
Avg. Market Value (Mil $) 73,937

Allocation

% of Portfolio
Large Growth 0.00
Large Value 76.48
Small Growth 0.00
Small Value 0.00
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