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Fidelity Select Portfolios Financial Services: (MF: FIDSX)

(NASDAQ Mutual Funds) As of Dec 10, 2019 08:00 PM ET

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$11.22 USD

0.00 (NA)

Zacks MF Rank 2-Buy   2      

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 Oct 31, 2019

Total Return %* Percentile Rank Objective
YTD 24.59 11
3 months 2.40 11
6 months 4.72 8
1 Year 13.23 13
3 Year 13.55 16
5 Year 8.28 40
10 Year 9.10 58

* 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 Buy 2
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Portfolio Statistics

%Unrealized Gain YTD 11.33
% Yield 1.01
% SEC Yield
Net Assets (Mil $) 10/31/2019 527.98
%Turnover 10/31/2019 49.00

Risk

3 Year 5 Year 10 Year
Beta 1.13 1.10 1.22
Alpha -2.31 -2.80 -6.09
R Squared 0.72 0.75 0.76
Std. Dev. 16.04 15.10 17.44
Sharpe 0.82 0.56 3.00

Sector / Country Weightings

As of 10/31/2019 % of Portfolio
Finance 90.73
Other 4.73
Technology 2.36
Non-Durable 1.69
Consumer Durables 0.49

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2019)
% of Portfolio Value (Mil$)
CITIGROUP INC 6.51 34.18
BANK OF AMERICA CORPORATI 5.57 29.26
BERKSHIRE HATHAWAY INC CL 4.88 25.66
THE TRAVELERS COMPANIES I 4.20 22.05
JPMORGAN CHASE & CO 4.13 21.72
CAPITAL ONE FINANCIAL COR 4.09 21.47
HARTFORD FINANCIAL SERVIC 3.91 20.54
CBOE HOLDINGS INC 3.72 19.54
PNC FINANCIAL SERVICES GR 3.39 17.82

Stock Holding % of Net Assets

As Of 5/31/2019
Total Issues 53
Avg. P/E 16.09
Avg. P/Book 2.63
Avg. EPS Growth 9.72
Avg. Market Value (Mil $) 75,056

Allocation

% of Portfolio
Large Growth 0.00
Large Value 80.37
Small Growth 0.00
Small Value 9.50
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