FSRBX Mutual Fund

FSRBX Mutual Fund (Fidelity Select Banking Portfolio) is managed by Fidelity Investments (US) with $494.4M in net assets. FSRBX expense ratio is 0.69%, holding 37 positions across sectors including Financials. Inception date: 1986-06-30.

FSRBX performance shows a YTD return of 15.96%. The 1-year return is 31.97% and the 5-year return is 13.08%. FSRBX dividend yield stands at 8.73%, paid semi-annually.

FSRBX top holdings include Bank of America Corp.: Financials (7.5%), Wells Fargo & Co. (7.5%), Citigroup Inc. (6.2%), Truist Financial Corp. (5.3%), US Bancorp (5.1%). Go to all FSRBX holdings, FSRBX sectors, or FSRBX dividends.

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