Mutual Funds - Profile

Fidelity Select Air Transportation Portfolio

US > Industrial Goods/Services >

Rank

Universe Rank
15 15

Summary

The fund seeks capital appreciation by investing in companies in the United States.

The investment process is designed to highlight companies that are engaged in the regional, national, and international movement of passengers, mail, and freight via aircraft.

The strategy seeks to outperform its benchmark index through active management.

Next, the research team utilizes proprietary in-house research to look for superior companies in attractive areas.

The team focuses on companies that generate profit consistently and have proven management teams that can produce returns above their cost of capital.

In addition, the team considers companies that More

Price

  • Last Close
  • $57.59
    +0
  • 52 Week HL
  • $74.83 - $57.16
  • Net Assets
  • $354.29 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
UNITED PARCEL
RAYTHEON TECHNOLOGIES
AIR TRANSPORT
Delta Air
FedEx Corporation
Company Holding
Boeing Company
Atlas Air
Southwest Airlines
Alaska Air
United Airlines
Total 0%

Manager

  • Name
  • Matthew Moulis
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
-9 % YTD

  • 3 Year
  • -21.5%
  • 5 Year
  • -10.09%
  • Best
  • 59.54%
    1995
  • Worst
  • -32.71%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FSAIX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 22%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 11% -42.4% 12% -4% - 3.9% -1.8% 3.5% 17.6% 12.7% -
Q2 0.5% 10.5% -0.1% -3.9% 8.5% -6.9% -5.9% 7.2% 2.7% -2% -
Q3 -0.7% 9.2% 1.3% 10.4% 6.3% 6.5% -3.9% -1.2% 8.9% -3.8% -
Q4 -16.9% 24.6% -4.7% -16.5% 7.1% 16.4% 2.8% 16.9% 14.7% 9.9% -

Returns +
M

J F M A M J J A S O N D
2021 -7.1% 12.9% 5.8% 2.4% 3.4% -5.1% -2.6% 1.4% 0.6% -2.4% -15.8% -
2020 -2.7% -14.5% -30.7% 1.7% 5.1% 3.4% -0.9% 12.3% -1.9% 0.7% 22.2% 1.3%

Annual Return

Index Comparison

Alpha

NAV