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 | 16.5% | -90.7% | 26.8% | 14.02% | 1 |
| 1 Yr | 36.4% | -24.4% | 51.2% | 11.59% | 1 |
| 3 Yr | 23.1% * | -23.7% | 33.7% | 59.21% | 3 |
| 5 Yr | 19.4% * | 6.4% | 23.9% | 46.98% | 3 |
| 10 Yr | 19.1% * | 4.1% | 21.6% | 4.03% | 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 | 16.5% | -90.7% | 26.8% | 14.02% | 1 |
| 1 Yr | 36.4% | -24.4% | 72.6% | 7.93% | 1 |
| 3 Yr | 23.1% * | -23.7% | 33.7% | 53.29% | 3 |
| 5 Yr | 19.4% * | 6.1% | 23.9% | 39.60% | 2 |
| 10 Yr | 19.1% * | 4.1% | 21.6% | 4.03% | 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 | 2.96 B | 250 K | 24.5 B | 7.88% | 1 |
| Number of Holdings | 58 | 23 | 335 | 18.18% | 4 |
| Net Assets in Top 10 | 1.8 B | 373 K | 13.7 B | 7.27% | 1 |
| Weighting of Top 10 | 62.1% | 17.8% | 77.2% | 5.45% | 1 |
| Weighting | Category Low | Category High | FBSOX % Rank | Quintile | |
|---|---|---|---|---|---|
| Stocks | 99.01% | 58.64% | 100.00% | 7.27% | 2 |
| Cash | 0.99% | 0.00% | 41.36% | 29.70% | 4 |
| Preferred Stocks | 0.00% | 0.00% | 1.82% | 4.85% | 5 |
| Other | 0.00% | -3.78% | 3.38% | 10.91% | 4 |
| Convertible Bonds | 0.00% | 0.00% | 0.00% | 0.61% | 4 |
| Bonds | 0.00% | 0.00% | 0.56% | 2.42% | 4 |
| Weighting | Category Low | Category High | FBSOX % Rank | Quintile | |
|---|---|---|---|---|---|
| Financial Services | 39.75% | 0.00% | 39.75% | 0.61% | 1 |
| Technology | 36.53% | 6.13% | 98.69% | 38.79% | 5 |
| Industrials | 22.52% | 0.00% | 31.95% | 1.21% | 1 |
| Consumer Cyclical | 0.20% | 0.00% | 28.67% | 32.73% | 5 |
| Utilities | 0.00% | 0.00% | 0.94% | 3.64% | 5 |
| Real Estate | 0.00% | 0.00% | 4.08% | 11.52% | 5 |
| Healthcare | 0.00% | 0.00% | 38.07% | 16.36% | 5 |
| Energy | 0.00% | 0.00% | 1.41% | 1.21% | 4 |
| Communication Services | 0.00% | 0.00% | 92.82% | 21.82% | 5 |
| Consumer Defense | 0.00% | 0.00% | 9.67% | 5.45% | 5 |
| Basic Materials | 0.00% | 0.00% | 1.50% | 5.45% | 4 |
| Weighting | Category Low | Category High | FBSOX % Rank | Quintile | |
|---|---|---|---|---|---|
| US | 92.22% | 4.19% | 98.65% | 7.88% | 2 |
| Non US | 6.79% | 0.00% | 93.19% | 30.30% | 4 |
| FBSOX Fees (% of AUM) | Category Low | Category High | Rank in Category (%) | Quintile | |
|---|---|---|---|---|---|
| Expense Ratio | 0.77% | 0.10% | 48.18% | 60.00% | 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 | 0.0% | 0.00% | 1.33% | 32.31% | 2 |
| FBSOX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Monthly | Annually |
| Date | Amount |
|---|---|
| Apr 12, 2018 | $0.010 |
| Dec 18, 2017 | $0.023 |
| Apr 13, 2017 | $0.000 |
| Dec 19, 2016 | $0.133 |
| Apr 18, 2016 | $0.000 |
| Dec 21, 2015 | $0.000 |
| Dec 22, 2014 | $0.005 |
| Apr 17, 2006 | $0.000 |
| FBSOX | Category Low | Category High | FBSOX % Rank | Quintile | |
|---|---|---|---|---|---|
| Net Income Ratio | 0.08% | -3.60% | 1.92% | 11.52% | 1 |
| FBSOX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Semi-Annually | Annually |
Manager
Start Date
Oct 16, 2015Tenure
2.96
Tenure Rank
17.8%
Since joining Fidelity Investments in 2008, Mr. Sherwood has worked as a research analyst and a portfolio manager.
Category Low
0.0
Category High
28.8
Category Average
8
Category Mode
3.8
Every fortnight, MutualFunds.com provides a snapshot of the performance of some key mutual funds...
Every fortnight, MutualFunds.com provides a snapshot of the performance of some key mutual funds...
Every fortnight, MutualFunds.com provides a snapshot of the performance of some key mutual funds...
Creating a properly diversified portfolio can be a difficult proposition, especially when...
Low Volatility ETFs invest in securities with low volatility characteristics. These funds tend to have relatively stable share prices, and higher than average yields.
Investors who suspect that the stock market may be about to decline can take action to reduce the...