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Fidelity Select Banking Portfolio (FSRBX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Select Banking Portfolio (FSRBX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Fidelity Select Banking Portfolio Fund (FSRBX) ManagerFund Manager - John Sheehy

Fund Manager Information

Fund Manager Tenure: 7.6 years
Fund Family: Fidelity Investments
Fund Category: Financial
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of Fidelity Select Banking Portfolio Fund (FSRBX) ProfileFidelity Select Banking Portfolio Fund (FSRBX) Profile

Fund Profile and Description

Fidelity Select Banking Portfolio Fund seeks capital appreciation. Fidelity Select Banking Portfolio Fund normally invests at least 80% of assets in securities of companies principally engaged in banking. These companies may include state chartered banks, banks that are members of the Federal Reserve System, and U.S. institutions whose deposits are not insured by the federal government. It may invest in securities of foreign issuers.

 

Fidelity Select Banking Portfolio (FSRBX) Fund Strength What we like about Fidelity Select Banking Portfolio (FSRBX) Fund

Data for Fidelity Select Banking Portfolio Fund (FSRBX) as of May 30, 2016

  • Fidelity Select Banking Portfolio Fund (FSRBX) management has been with Fidelity Select Banking Portfolio Fund for 7.6 years
  • Fidelity Select Banking Portfolio Fund (FSRBX) has good short-term performance (1-year return -1.67% vs -6.00% Financial category median performance)
  • Fidelity Select Banking Portfolio Fund (FSRBX) has good mid-term performance (3-year return 8.81% vs 5.70% Financial category median performance)
  • Fidelity Select Banking Portfolio Fund (FSRBX) has good Long-term performance (5-year return 10.32% vs 7.79% Financial category median performance)
  • Fidelity Select Banking Portfolio Fund (FSRBX) ratio of up-years vs down years is greater than 2
  • Asset base in Fidelity Select Banking Portfolio Fund (FSRBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Select Banking Portfolio Fund (FSRBX) has a lower expense ratio than its Financial average: 0.79% vs 1.49%
  • Fidelity Select Banking Portfolio Fund (FSRBX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Select Banking Portfolio Fund (FSRBX) Weakness What we are cautious about Fidelity Select Banking Portfolio (FSRBX) Fund

Data for Fidelity Select Banking Portfolio Fund (FSRBX) as of May 30, 2016

  • Fidelity Select Banking Portfolio Fund (FSRBX) has a Morningstar rating of 3 and below
  • Fidelity Select Banking Portfolio Fund (FSRBX) has an annual stock turnover rate of 63.00% that is higher than the Financial average of 48.51%. This could mean Fidelity Select Banking Portfolio is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity Select Banking Portfolio Fund (FSRBX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.65 that is higher than category average of 13.75
  • As a Financial focused fund, Fidelity Select Banking Portfolio Fund (FSRBX) is less diversified and has inherited sector risks associated with the fund
See Fidelity Select Banking Portfolio Fund (FSRBX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Select Banking Portfolio Fund (FSRBX)Compare with other top Financial category mutual funds

Aadditional top Financial mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Select Banking Portfolio-0.63-1.678.8110.32
Burnham Financial Services A (BURKX)-0.8417.2717.2214.88Compare
Davis Financial A (RPFGX)1.800.459.779.83Compare
Emerald Banking and Finance A (HSSAX)-2.077.2115.5414.62Compare

See top fund managers for Financial Category Funds

 

Compare Fidelity Select Banking Portfolio Fund (FSRBX)Compare with Financial category ETFs

Some Financial ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust NASDAQ ABA Community Bk ETF (QABA)2.60%7.63%12.29%
PowerShares S&P SmallCap Financials ETF (PSCF)5.84%6.76%9.47%
PowerShares KBW Regional Bank ETF (KBWR)3.69%4.58%12.53%
First Trust Financials AlphaDEX ETF (FXO)3.52%1.63%9.77%
Guggenheim S&P 500 Eq Weight Fincl ETF (RYF)2.84%1.05%9.57%

 

Graph of Fidelity Select Banking Portfolio Fund (FSRBX) Net Asset TrackingFidelity Select Banking Portfolio (FSRBX) Fund Net Asset

Track net asset change of Fidelity Select Banking Portfolio fund (FSRBX)

DateNet Asset
05/2016$637.48M
03/2016$596.90M
02/2016$567.49M
More historic net asset information on Fidelity Select Banking Portfolio Fund (FSRBX)

  

Graph of Fidelity Select Banking Portfolio Fund (FSRBX) Portfolio TrackingFidelity Select Banking Portfolio (FSRBX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Select Banking Portfolio fund (FSRBX)

DateCashStockBondOther
04/20162.37%97.63%0%0%
02/20161.15%98.85%0%0%
01/20160.96%99.04%0%0%
Click here to see more historic asset allocation information on Fidelity Select Banking Portfolio Fund (FSRBX)

 

graph of Fidelity Select Banking Portfolio Fund (FSRBX) Top 10 Position TrackingTop 10 Holdings in Fidelity Select Banking Portfolio (FSRBX) Fund

Discover what Fidelity Select Banking Portfolio Fund (FSRBX) manager is buying

Apr 29, 2016
Wells Fargo & Company Common St [10.05%]
U.S. Bancorp Common Stock [7.7%]
Bank of America Corporation Com [5.58%]
SunTrust Banks, Inc. Common Sto [5.31%]
Citigroup, Inc. Common Stock [5.19%]
JP Morgan Chase & Co. Common St [4.97%]
M&T Bank Corporation Common Sto [4.5%]
Regions Financial Corporation C [3.81%]
Bank of the Ozarks [3.42%]
Capital One Financial Corporati [3.41%]

Feb 28, 2016
Wells Fargo & Company Common St [10.96%]
U.S. Bancorp Common Stock [7.99%]
Bank of America Corporation Com [5.31%]
JP Morgan Chase & Co. Common St [5.15%]
Citigroup, Inc. Common Stock [5.02%]
SunTrust Banks, Inc. Common Sto [4.9%]
M&T Bank Corporation Common Sto [4.32%]
Capital One Financial Corporati [3.78%]
Regions Financial Corporation C [3.66%]
Huntington Bancshares Incorpora [3.41%]

Jan 30, 2016
Wells Fargo & Company Common St [11.42%]
U.S. Bancorp Common Stock [8.38%]
Bank of America Corporation Com [5.63%]
JP Morgan Chase & Co. Common St [5.11%]
SunTrust Banks, Inc. Common Sto [4.97%]
Citigroup, Inc. Common Stock [4.9%]
M&T Bank Corporation Common Sto [4.54%]
Capital One Financial Corporati [3.92%]
Regions Financial Corporation C [3.5%]
Prosperity Bancshares, Inc. Com [3.18%]
Click here for Stock Holding Change Map in Fidelity Select Banking Portfolio Fund (FSRBX)

  

Latest News on Fidelity Select Banking Portfolio (FSRBX) Fund

See what is happening with Fidelity Select Banking Portfolio Fund (FSRBX)

 

Fidelity Select Banking Portfolio Fund (FSRBX) Related ResourcesSee more information on Fidelity Select Banking Portfolio (FSRBX) Fund

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