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Fidelity Select Transportation (FSRFX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Select Transportation (FSRFX) Fund

    Last Trade: $94.33 on 7/24/2017, Change: -0.50 (-0.53%)

 

Graph of Fidelity Select Transportation Fund (FSRFX) ManagerFund Manager - Matthew Moulis

Fund Manager Information

Fund Manager Tenure: 5.5 years
Fund Family: Fidelity Investments
Fund Category: Industrials
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

 

Graph of Fidelity Select Transportation Fund (FSRFX) ProfileFidelity Select Transportation Fund (FSRFX) Profile

Fund Profile and Description

Fidelity Select Transportation Fund seeks capital appreciation. Fidelity Select Transportation Fund 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. It may invest in securities of foreign issuers. Fidelity Select Transportation Fund is non-diversified.

 

Fidelity Select Transportation (FSRFX) Fund Strength What we like about Fidelity Select Transportation (FSRFX) Fund

Data for Fidelity Select Transportation Fund (FSRFX) as of May 30, 2016

  • Fidelity Select Transportation Fund (FSRFX) management has been with Fidelity Select Transportation Fund for 5.5 years
  • Fidelity Select Transportation Fund (FSRFX) has good mid-term performance (3-year return 11.17% vs 9.38% Industrials category median performance)
  • Fidelity Select Transportation Fund (FSRFX) has good Long-term performance (5-year return 10.77% vs 9.14% Industrials category median performance)
  • Fidelity Select Transportation Fund (FSRFX) ratio of up-years vs down years is greater than 2
  • Fidelity Select Transportation Fund (FSRFX) has a Morningstar rating of 4 and above
  • Fidelity Select Transportation Fund (FSRFX) has a lower expense ratio than its Industrials average: 0.80% vs 1.14%
  • Fidelity Select Transportation Fund (FSRFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Select Transportation Fund (FSRFX) Weakness What we are cautious about Fidelity Select Transportation (FSRFX) Fund

Data for Fidelity Select Transportation Fund (FSRFX) as of May 30, 2016

  • Fidelity Select Transportation Fund (FSRFX) has a less-than-ideal short-term performance (1-year return -5.46% vs -0.01% Industrials category median performance)
  • Fidelity Select Transportation Fund (FSRFX) has an annual stock turnover rate of 80.00% that is higher than the Industrials average of 58.41%. This could mean Fidelity Select Transportation is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity Select Transportation Fund (FSRFX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.86 that is higher than category average of 13.84
See Fidelity Select Transportation Fund (FSRFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Select Transportation Fund (FSRFX)Compare with other top Industrials category mutual funds

Aadditional top Industrials mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Select Transportation3.36-5.4611.1710.77

See top fund managers for Industrials Category Funds

 

Compare Fidelity Select Transportation Fund (FSRFX)Compare with Industrials category ETFs

Some Industrials ETFs for your consideration

ETFYear to DateOne YearThree Year
Claymore/Delta Global Shipping (SEA)13.16%77.62%NaN
PowerShares Aerospace & Defense ETF (PPA)3.88%3.46%15.75%
iShares US Aerospace & Defense (ITA)5.20%2.94%16.79%
iShares US Industrials (IYJ)6.73%2.63%10.48%
Guggenheim S&P 500 Eq Wt Indls ETF (RGI)8.17%1.55%10.77%

 

Graph of Fidelity Select Transportation Fund (FSRFX) Net Asset TrackingFidelity Select Transportation (FSRFX) Fund Net Asset

Track net asset change of Fidelity Select Transportation fund (FSRFX)

DateNet Asset
05/2016$411.85M
03/2016$449.33M
02/2016$407.37M
More historic net asset information on Fidelity Select Transportation Fund (FSRFX)

  

Graph of Fidelity Select Transportation Fund (FSRFX) Portfolio TrackingFidelity Select Transportation (FSRFX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Select Transportation fund (FSRFX)

DateCashStockBondOther
04/20162.16%97.84%0%0%
02/20162.95%97.05%0%0%
01/20161.84%98.16%0%0%
Click here to see more historic asset allocation information on Fidelity Select Transportation Fund (FSRFX)

 

graph of Fidelity Select Transportation Fund (FSRFX) Top 10 Position TrackingTop 10 Holdings in Fidelity Select Transportation (FSRFX) Fund

Discover what Fidelity Select Transportation Fund (FSRFX) manager is buying

Apr 29, 2016
United Parcel Service, Inc. Com [15.7%]
Union Pacific Corporation Commo [12.99%]
Southwest Airlines Company Comm [7.12%]
FedEx Corporation Common Stock [6.04%]
Delta Air Lines, Inc. Common St [5.62%]
CSX Corporation [5.05%]
Norfolk Southern Corporation Co [4.91%]
C.H. Robinson Worldwide, Inc. [4.2%]
American Airlines Group, Inc. [4.11%]
JetBlue Airways Corporation [3.7%]

Feb 28, 2016
United Parcel Service, Inc. Com [13.27%]
Union Pacific Corporation Commo [11.41%]
Delta Air Lines, Inc. Common St [6.58%]
United Continental Holdings [6.47%]
Southwest Airlines Company Comm [6.43%]
American Airlines Group, Inc. [5.62%]
FedEx Corporation Common Stock [4.94%]
CSX Corporation [4.66%]
C.H. Robinson Worldwide, Inc. [4.23%]
JetBlue Airways Corporation [4.1%]

Jan 30, 2016
United Parcel Service, Inc. Com [16.59%]
Union Pacific Corporation Commo [11.05%]
American Airlines Group, Inc. [6.01%]
C.H. Robinson Worldwide, Inc. [5.6%]
Delta Air Lines, Inc. Common St [5.39%]
Southwest Airlines Company Comm [5.39%]
FedEx Corporation Common Stock [5.13%]
CSX Corporation [5.11%]
Swift Transportation Company Cl [3.69%]
Norfolk Southern Corporation Co [3.47%]
Click here for Stock Holding Change Map in Fidelity Select Transportation Fund (FSRFX)

  

Latest News on Fidelity Select Transportation (FSRFX) Fund

See what is happening with Fidelity Select Transportation Fund (FSRFX)

 

Fidelity Select Transportation Fund (FSRFX) Related ResourcesSee more information on Fidelity Select Transportation (FSRFX) Fund

Popular pages on Fidelity Select Transportation (FSRFX) Fund

  

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