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Fidelity Select Financial Services: (MF: FIDSX)

(NASDAQ Mutual Funds) As of Aug 21, 2018 08:15 PM ET

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$11.32 USD

+0.07 (0.62%)

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 Jul 31, 2018

Total Return %* Percentile Rank Objective
YTD 0.08 63
3 months 1.58 53
6 months -5.74 78
1 Year 12.52 32
3 Year 10.44 31
5 Year 11.05 31
10 Year 6.48 57

* 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 17.97
% Yield 0.70
% SEC Yield
Net Assets (Mil $) 7/31/2018 719.13
%Turnover 7/31/2018 54.00

Risk

3 Year 5 Year 10 Year
Beta 1.12 1.10 1.29
Alpha -2.73 -2.67 -5.71
R Squared 0.66 0.71 0.79
Std. Dev. 14.03 12.61 21.42
Sharpe 0.76 0.90 3.00

Sector / Country Weightings

As of 7/31/2018 % of Portfolio
Finance 92.50
Other 4.18
Technology 1.75
Industrial Cyclical 1.57

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2018)
% of Portfolio Value (Mil$)
BANK OF AMERICA CORP 6.37 48.76
CAPITAL ONE FINANCIAL COR 5.16 39.48
TD AMERITRADE HOLDING COR 4.83 37.00
CITIGROUP INC 4.78 36.59
HUNTINGTON BANCSHARES 4.42 33.82
ETRADE FINANCIAL CORP 4.14 31.68
GOLDMAN SACHS GROUP INC 3.84 29.36
TRAVELERS COS INC THE 3.56 27.21
PNC FINANCIAL SERVICES GR 3.55 27.18

Stock Holding % of Net Assets

As Of 5/31/2018
Total Issues 58
Avg. P/E 17.30
Avg. P/Book 2.67
Avg. EPS Growth 10.1
Avg. Market Value (Mil $) 57,719

Allocation

% of Portfolio
Large Growth 0.00
Large Value 76.86
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