Fidelity� Select Transportation

 (MUTF:FSRFX)   Watch this mutual fund  
Find more results for MUTF:FSRFX

Performance

Trailing returns

1 day   +0.42%
   
1 week   +3.73%
   
4 week
   
-1.32%  
3 month   +10.72%
   
YTD
   
-1.18%  
1 year   +32.08%
   
3 years*   +26.45%
   
5 years*   +23.80%
   
*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 Average
5 years High Average
10 years Above Average Below Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.21B 
Front load-  
Deferred load-  
Expense ratio0.85%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash4.23%  
Stocks95.77%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
95.08+0.40(0.42%)
Jan 26, 4:00PM EST 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* 27.45 19.79 14.39 7.13
Beta* 0.59 0.54 0.91 0.88
Mean annual return 2.51 2.28 1.94 1.14
R-squared* 26.82 26.45 57.66 54.19
Standard deviation 9.96 11.20 17.40 19.62
Sharpe ratio 3.02 2.43 1.34 0.62
* Against standard index

Top 10 holdings

Security Net Assets  
Union Pacific Corp (UNP) 17.61%  
United Parcel Service Inc (UPS) Class B (UPS) 11.99%  
Delta Air Lines Inc (DAL) 6.68%  
American Airlines Group Inc (AAL) 6.11%  
CSX Corp (CSX) 5.75%  
FedEx Corp (FDX) 4.83%  
United Continental Holdings Inc (UAL) 4.78%  
Norfolk Southern Corp (NSC) 4.31%  
Southwest Airlines Co (LUV) 3.96%  
Swift Transportation Co (SWFT) 2.88%