FIDSX Mutual Fund

FIDSX Mutual Fund (Fidelity Select Financial Portfolio) is managed by Fidelity Investments (US) with $807.9M in net assets. FIDSX expense ratio is 0.68%, holding 65 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 1981-12-10.

FIDSX performance shows a YTD return of 5.55%. The 1-year return is 13.90% and the 5-year return is 10.67%. FIDSX dividend yield stands at 1.66%, paid semi-annually.

FIDSX top holdings include Mastercard Inc Class A (8.4%), Bank of America Corp.: Financials (7.4%), Wells Fargo & Co. (6.9%), Schwab Strategic T (4.6%), Reinsurance Group of America Inc (4.0%). Go to all FIDSX holdings, FIDSX sectors, or FIDSX dividends.

FIDSX can be compared against other funds. Use FIDSX overlap to find shared positions, or FIDSX vs another fund for a side-by-side view. FIDSX alternatives are available via the screener, along with tax-loss harvesting opportunities.