The Fidelity Select IT Services Portfolio (FBSOX) is an actively managed fund specializing in the information technology services subsector of tech. This includes software providers, consultants, cyber-security firms as well as others. The fund managers use various growth factors when choosing stocks for the fund’s underlying portfolio. FBSOX primarily holds large-cap U.S. stocks.
Despite its low costs, FBSOX should only be used as a side bet in a diversified portfolio due to its niche holdings. The fund is internally managed by Fidelity.
| Period | FBSOX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| YTD | 18.2% | -90.1% | 27.0% | 20.73% | 2 |
| 1 Yr | 31.7% | -24.4% | 44.6% | 20.73% | 2 |
| 3 Yr | 17.5% * | -23.7% | 26.7% | 66.45% | 4 |
| 5 Yr | 19.1% * | 6.4% | 25.1% | 53.02% | 3 |
| 10 Yr | 17.1% * | 4.1% | 18.0% | 2.68% | 1 |
* Annualized
| Period | FBSOX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| 2017 | 30.0% | -15.6% | 55.5% | 35.44% | 2 |
| 2016 | 4.9% | -18.0% | 32.1% | 49.68% | 3 |
| 2015 | 8.8% | -17.6% | 34.4% | 9.03% | 1 |
| 2014 | -1.8% | -15.4% | 45.2% | 70.39% | 4 |
| 2013 | 48.6% | -15.4% | 51.0% | 3.55% | 1 |
| Period | FBSOX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| YTD | 18.2% | -90.1% | 27.0% | 20.73% | 2 |
| 1 Yr | 31.7% | -24.4% | 72.6% | 14.02% | 1 |
| 3 Yr | 17.5% * | -23.7% | 26.7% | 62.50% | 4 |
| 5 Yr | 19.1% * | 6.1% | 25.1% | 48.99% | 3 |
| 10 Yr | 17.1% * | 4.1% | 18.0% | 2.68% | 1 |
* Annualized
| Period | FBSOX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| 2017 | 30.0% | -15.6% | 55.5% | 35.44% | 2 |
| 2016 | 4.9% | -18.0% | 32.1% | 54.78% | 3 |
| 2015 | 13.5% | -14.4% | 124.7% | 5.81% | 1 |
| 2014 | 7.1% | -17.6% | 52.0% | 82.89% | 5 |
| 2013 | 68.1% | -20.6% | 105.8% | 14.89% | 1 |
| FBSOX | Category Low | Category High | FBSOX % Rank | Quintile | |
|---|---|---|---|---|---|
| Net Assets | 2.67 B | 250 K | 23.2 B | 7.88% | 1 |
| Number of Holdings | 53 | 23 | 356 | 20.61% | 4 |
| Net Assets in Top 10 | 1.65 B | 373 K | 12.1 B | 7.27% | 1 |
| Weighting of Top 10 | 64.0% | 16.6% | 78.5% | 4.85% | 1 |
| Weighting | Category Low | Category High | FBSOX % Rank | Quintile | |
|---|---|---|---|---|---|
| Stocks | 99.31% | 58.64% | 100.00% | 7.27% | 1 |
| Cash | 0.69% | -0.28% | 41.36% | 32.12% | 5 |
| Preferred Stocks | 0.00% | 0.00% | 1.90% | 4.85% | 5 |
| Other | 0.00% | -3.15% | 3.38% | 12.73% | 4 |
| Convertible Bonds | 0.00% | 0.00% | 0.00% | 0.61% | 4 |
| Bonds | 0.00% | 0.00% | 0.56% | 3.03% | 4 |
| Weighting | Category Low | Category High | FBSOX % Rank | Quintile | |
|---|---|---|---|---|---|
| Financial Services | 39.71% | 0.00% | 39.71% | 0.61% | 1 |
| Technology | 37.79% | 6.01% | 99.66% | 38.79% | 5 |
| Industrials | 21.51% | 0.00% | 31.95% | 1.21% | 1 |
| Consumer Cyclical | 0.29% | 0.00% | 31.29% | 35.15% | 5 |
| Utilities | 0.00% | 0.00% | 0.94% | 1.82% | 4 |
| Real Estate | 0.00% | 0.00% | 4.52% | 12.12% | 5 |
| Healthcare | 0.00% | 0.00% | 38.07% | 17.58% | 5 |
| Energy | 0.00% | 0.00% | 1.59% | 1.21% | 4 |
| Communication Services | 0.00% | 0.00% | 91.71% | 21.82% | 5 |
| Consumer Defense | 0.00% | 0.00% | 6.96% | 6.67% | 5 |
| Basic Materials | 0.00% | 0.00% | 1.49% | 5.45% | 4 |
| Weighting | Category Low | Category High | FBSOX % Rank | Quintile | |
|---|---|---|---|---|---|
| US | 92.68% | 1.32% | 98.80% | 5.45% | 1 |
| Non US | 6.63% | 0.00% | 96.40% | 32.12% | 4 |
| FBSOX Fees (% of AUM) | Category Low | Category High | Rank in Category (%) | Quintile | |
|---|---|---|---|---|---|
| Expense Ratio | 0.77% | 0.10% | 48.18% | 59.39% | 1 |
| Management Fee | 0.54% | 0.09% | 1.50% | 16.36% | 1 |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A | N/A |
| Administrative Fee | N/A | 0.00% | 0.50% | N/A | N/A |
| FBSOX Fees (% of AUM) | Category Low | Category High | FBSOX Rank | Quintile | |
|---|---|---|---|---|---|
| Front Load | N/A | 3.50% | 5.75% | N/A | N/A |
| Deferred Load | N/A | 1.00% | 5.00% | N/A | N/A |
| FBSOX Fees (% of AUM) | Category Low | Category High | FBSOX Rank | Quintile | |
|---|---|---|---|---|---|
| Max Redemption Fee | 0.75% | 0.75% | 2.00% | 4.65% | 2 |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| FBSOX Fees (% of AUM) | Category Low | Category High | FBSOX Rank | Quintile | |
|---|---|---|---|---|---|
| Turnover | 26.00% | 6.00% | 643.00% | 27.27% | 1 |
| FBSOX | Category Low | Category High | FBSOX % Rank | Quintile | |
|---|---|---|---|---|---|
| Dividend Yield | N/A | 0.00% | 2.54% | N/A | N/A |
| FBSOX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Monthly | Annually |
| Date | Amount |
|---|---|
| Dec 14, 2007 | $1.360 |
| Apr 13, 2006 | $0.690 |
| Apr 22, 2005 | $0.037 |
| Apr 14, 2000 | $0.820 |
| Dec 03, 1999 | $0.860 |
| Apr 09, 1999 | $0.370 |
| Dec 04, 1998 | $0.150 |
| Apr 09, 1998 | $0.010 |
| FBSOX | Category Low | Category High | FBSOX % Rank | Quintile | |
|---|---|---|---|---|---|
| Net Income Ratio | 0.08% | -3.60% | 1.92% | 12.12% | 1 |
| FBSOX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Semi-Annually | Annually |
Manager
Start Date
Oct 16, 2015Tenure
2.79
Tenure Rank
19.4%
Since joining Fidelity Investments in 2008, Mr. Sherwood has worked as a research analyst and a portfolio manager.
Category Low
0.0
Category High
28.6
Category Average
8.01
Category Mode
3.6
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