FIDSX Mutual Fund

FIDSX Mutual Fund (Fidelity Select Financial Portfolio) is managed by Fidelity Investments (US) with $566.2M in net assets. FIDSX expense ratio is 0.68%, holding 63 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 1981-12-10.

FIDSX performance shows a YTD return of 11.49%. The 1-year return is 15.24% and the 5-year return is 11.37%. FIDSX dividend yield stands at 6.24%, paid semi-annually.

FIDSX top holdings include Mastercard Inc (8.1%), Bank of America Corp.: Financials (8.0%), Wells Fargo & Co. (7.2%), Reinsurance Group of America, Incorporated (4.4%), Schwab Strategic T (4.4%). 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.