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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.
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| Period | FBSOX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 38.0% | 7.2% | 38.4% | 1.54% |
| 1 Yr | 15.9% | -26.8% | 14.9% | 0.77% |
| 3 Yr | 22.0%* | -6.0% | 25.3% | 5.56% |
| 5 Yr | 15.4%* | -4.3% | 19.1% | 8.80% |
| 10 Yr | 18.4%* | 1.9% | 18.5% | 1.09% |
* Annualized
| Period | FBSOX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -0.6% | -31.2% | 4.3% | 9.23% |
| 2017 | 30.0% | -15.6% | 55.5% | 42.31% |
| 2016 | 4.9% | -18.0% | 32.1% | 59.52% |
| 2015 | 8.8% | -17.6% | 11.6% | 7.14% |
| 2014 | -1.8% | -63.5% | 36.9% | 73.60% |
| Period | FBSOX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 38.0% | 7.2% | 38.4% | 1.54% |
| 1 Yr | 15.9% | -24.7% | 14.9% | 0.77% |
| 3 Yr | 24.1%* | 2.7% | 30.0% | 16.67% |
| 5 Yr | 19.4%* | -3.6% | 31.3% | 8.80% |
| 10 Yr | 21.2%* | 1.9% | 25.0% | 2.17% |
* Annualized
| Period | FBSOX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | 1.0% | -31.0% | 5.1% | 16.15% |
| 2017 | 34.3% | 1.8% | 55.5% | 54.62% |
| 2016 | 5.2% | -18.0% | 32.8% | 73.02% |
| 2015 | 13.2% | -13.9% | 83.1% | 1.59% |
| 2014 | 6.9% | -63.5% | 38.5% | 77.60% |
| FBSOX | Category Low | Category High | FBSOX % Rank | |
|---|---|---|---|---|
| Net Assets | 3.67 B | 4.87 M | 22.8 B | 10.00% |
| Number of Holdings | 58 | 31 | 338 | 65.38% |
| Net Assets in Top 10 | 2.04 B | 866 K | 12.4 B | 10.00% |
| Weighting of Top 10 | 61.74% | 17.8% | 73.1% | 9.23% |
| Weighting | Return Low | Return High | FBSOX % Rank | |
|---|---|---|---|---|
| Stocks | 97.97% | 78.21% | 99.85% | 62.31% |
| Cash | 2.03% | 0.00% | 21.79% | 40.77% |
| Preferred Stocks | 0.00% | 0.00% | 0.96% | 66.15% |
| Other | 0.00% | -2.73% | 6.18% | 61.54% |
| Convertible Bonds | 0.00% | 0.00% | 0.00% | 62.31% |
| Bonds | 0.00% | 0.00% | 0.66% | 63.08% |
| Weighting | Return Low | Return High | FBSOX % Rank | |
|---|---|---|---|---|
| Financial Services | 38.86% | 0.00% | 38.86% | 0.77% |
| Technology | 34.71% | 5.76% | 99.85% | 97.69% |
| Industrials | 24.13% | 0.00% | 24.13% | 0.77% |
| Consumer Cyclical | 0.26% | 0.00% | 26.75% | 87.69% |
| Communication Services | 0.01% | 0.00% | 90.02% | 50.77% |
| Utilities | 0.00% | 0.00% | 0.75% | 66.15% |
| Real Estate | 0.00% | 0.00% | 4.81% | 70.77% |
| Healthcare | 0.00% | 0.00% | 32.02% | 80.77% |
| Energy | 0.00% | 0.00% | 0.79% | 62.31% |
| Consumer Defense | 0.00% | 0.00% | 9.90% | 69.23% |
| Basic Materials | 0.00% | 0.00% | 0.95% | 66.15% |
| Weighting | Return Low | Return High | FBSOX % Rank | |
|---|---|---|---|---|
| US | 91.29% | 3.24% | 98.91% | 26.92% |
| Non US | 6.68% | 0.00% | 93.22% | 69.23% |
| FBSOX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.74% | 0.10% | 3.70% | 94.62% |
| Management Fee | 0.54% | 0.09% | 1.50% | 14.62% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.00% | 0.50% | N/A |
| FBSOX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 3.50% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 4.00% | N/A |
| FBSOX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | 0.75% | 0.75% | 2.00% | 75.76% |
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 Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 26.00% | 1.00% | 595.60% | 18.46% |
| FBSOX | Category Low | Category High | FBSOX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 0.01% | 65.38% |
| FBSOX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Monthly | Annually |
| FBSOX | Category Low | Category High | FBSOX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 0.06% | -2.16% | 2.30% | 16.15% |
| FBSOX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Semi-Annually | Annually |
Manager
Start Date
Tenure
Tenure Rank
Oct 16, 2015
3.71
3.7%
Since joining Fidelity Investments in 2008, Mr. Sherwood has worked as a research analyst and a portfolio manager.
Manager
Start Date
Tenure
Tenure Rank
Apr 01, 2019
0.25
0.3%
Tenure Analysis
Category Low
0.0
Category High
29.51
Category Average
8.15
Category Mode
5.34
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
