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Fidelity Select Portfolios Regional Banks: (MF: FSRBX)

(NASDAQ Mutual Funds) As of Aug 5, 2020 08:00 PM ET

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$16.92 USD

+0.40 (2.42%)

Zacks MF Rank 1-Strong Buy of 5 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 Jun 30, 2020

Total Return %* Percentile Rank Objective
YTD -34.61 90
3 months 15.74 50
6 months -34.61 90
1 Year -25.42 83
3 Year -7.06 63
5 Year -0.26 75
10 Year 6.75 61

* Annual for three years and beyond.

Zacks Premium Research for FSRBX

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 4.25
% Yield 3.03
% SEC Yield NA
Net Assets (Mil $) 6/30/2020 303.06
%Turnover 6/30/2020 31.00

Risk

3 Year 5 Year 10 Year
Beta 1.53 1.46 1.37
Alpha -18.07 -11.98 -9.53
R Squared 0.81 0.69 0.70
Std. Dev. 28.92 25.98 22.09
Sharpe -0.15 0.09 3.00

Sector / Country Weightings

As of 6/30/2020 % of Portfolio
Finance 95.17
Other 2.76
Energy 1.00
Services 0.64
Retail Trade 0.43

Portfolio Holdings

Top Equity Holdings
(As of 2/29/2020)
% of Portfolio Value (Mil$)
WELLS FARGO & CO 8.91 32.22
BANK OF AMERICA CORPORATI 8.52 30.83
CITIGROUP INC 6.71 24.29
TRUIST FINANCIAL CORPORAT 6.06 21.91
EAST WEST BANCORP INC 3.15 11.39
HUNTINGTON BANCSHARES 3.10 11.21
CAPITAL ONE FINANCIAL COR 2.87 10.37
SIGNATURE BANK 2.84 10.26
WESBANCO INC 2.66 9.63

Stock Holding % of Net Assets

As Of 2/29/2020
Total Issues 52
Avg. P/E 15.81
Avg. P/Book 2.58
Avg. EPS Growth 10.93
Avg. Market Value (Mil $) 54,143

Allocation

% of Portfolio
Large Growth 0.00
Large Value 28.92
Small Growth 0.00
Small Value 64.41
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