Fidelity� Select Transportation Portfolio

 (MUTF:FSRFX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.45%  
1 week   +1.33%
   
4 week
   
-5.69%  
3 month   +1.18%
   
YTD   +2.08%
   
1 year
   
-6.62%  
3 years*   +10.32%
   
5 years*   +10.72%
   
*annualized
Best 3 month return+32.88%  
Worst 3 month return-28.30%  

Morningstar statistics

Morningstar category: Industrials
  Return Risk Rating
3 years Above Average Above Average
5 years Above Average Average
10 years Average Below Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets435.66M 
Front load-  
Deferred load-  
Expense ratio0.81%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash2.95%  
Stocks97.05%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
75.06+0.59(0.79%)
May 26, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund primarily invests in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in providing transportation services or companies principally engaged in the design, manufacture, distribution, or sale of transportation equipment. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.
Fund filings (PDF) »
Asset manager:
Matthew Moulis (Started: Jan 31, 2012)
Advisor Company:
Fidelity SelectCo, LLC
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.84 8.37 7.02 5.25
Beta* 0.85 0.85 0.86 0.86
Mean annual return -0.48 1.10 0.98 0.83
R-squared* 55.42 47.42 52.75 53.82
Standard deviation 17.80 14.80 16.11 19.91
Sharpe ratio -0.33 0.89 0.72 0.45
* Against standard index

Top 10 holdings

Security Net Assets  
United Parcel Service Inc Class B (UPS) 13.27%  
Union Pacific Corp (UNP) 11.41%  
Delta Air Lines Inc (DAL) 6.58%  
United Continental Holdings Inc (UAL) 6.47%  
Southwest Airlines Co (LUV) 6.43%  
American Airlines Group Inc (AAL) 5.62%  
FedEx Corp (FDX) 4.94%  
CSX Corp (CSX) 4.66%  
C.H. Robinson Worldwide Inc (CHRW) 4.23%  
JetBlue Airways Corp (JBLU) 4.10%