Continue to site >
Trending ETFs
You have successfully subscribed to Advisor Access. Thank you!
Help us personalize your experience.
Which type of investor describes you best?
Help us personalize your experience.
What is your AUM?
Knowing your investable assets will help us build and prioritize features that will suit your investment needs.

Congratulations on personalizing your experience.

Email is verified. Thank you!

Fund of the Week: Fidelity Select Transportation

Shauna O'Brien

|

Fidelity Select Transportation
You don’t have to be following the markets to know that the price of gas have been dropping significantly. While this movement has made some companies in the energy industry unable to outrun the bear, the low gas prices has been friendly to the transportation industry.
The transportation companies that have been benefiting from the favorable gas prices range from shipping companies like United Parcel Service (UPS) to railroad companies like CSX Corporation (CSX) to the airlines.

This week, we will be focusing on this sector by taking a look at the Fidelity Select Transportation fund (FSRFX) – our fund of the week for November 5.

Inside the Fund

The Fidelity Select Transportation fund was launched in 1986 and is managed by Matthew Moulis. The fund currently has approximately $800 million in assets under management (AUM).

The fund is almost entirely invested in the Industrials industry. It is also heavily investment – with less than 3% of its total assets in cash.

Historical Performance

2010 2011 2012 2013 YTD
41.30% -5.28% 11.10% 48.35% 22%
Fidelity Select Transportation Fund’s Largest Holdings

Nearly half of the fund’s portfolio is composed of its top five holdings. This has been favorable for the fund since each of its top holdings is up at least 10% in the last three months.

Symbol Stock Portfolio Weight 3 Month Performance
UNP Union Pacific 18.96% +17.47%
UPS United Parcel Service 12.52% +10.48%
FDX FexEx 6.07% +12.52%
DAL Delta Airlines 5.88% +12.85%
CSX CSX Corporation 5.72% +17.53%

The Bottom Line

This fund is a great way for investors to gain exposure to the booming transportation industry as it benefits from lower gas prices. By purchasing a mutual fund like this one, investors are able to gain exposure to the industry while remaining diversified.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Read Next

Fidelity Select Transportation

Fund of the Week: Fidelity Select Transportation

Shauna O'Brien

|

You don’t have to be following the markets to know that the price of gas have been dropping significantly. While this movement has made some companies in the energy industry unable to outrun the bear, the low gas prices has been friendly to the transportation industry.
The transportation companies that have been benefiting from the favorable gas prices range from shipping companies like United Parcel Service (UPS) to railroad companies like CSX Corporation (CSX) to the airlines.

This week, we will be focusing on this sector by taking a look at the Fidelity Select Transportation fund (FSRFX) – our fund of the week for November 5.

Inside the Fund

The Fidelity Select Transportation fund was launched in 1986 and is managed by Matthew Moulis. The fund currently has approximately $800 million in assets under management (AUM).

The fund is almost entirely invested in the Industrials industry. It is also heavily investment – with less than 3% of its total assets in cash.

Historical Performance

2010 2011 2012 2013 YTD
41.30% -5.28% 11.10% 48.35% 22%
Fidelity Select Transportation Fund’s Largest Holdings

Nearly half of the fund’s portfolio is composed of its top five holdings. This has been favorable for the fund since each of its top holdings is up at least 10% in the last three months.

Symbol Stock Portfolio Weight 3 Month Performance
UNP Union Pacific 18.96% +17.47%
UPS United Parcel Service 12.52% +10.48%
FDX FexEx 6.07% +12.52%
DAL Delta Airlines 5.88% +12.85%
CSX CSX Corporation 5.72% +17.53%

The Bottom Line

This fund is a great way for investors to gain exposure to the booming transportation industry as it benefits from lower gas prices. By purchasing a mutual fund like this one, investors are able to gain exposure to the industry while remaining diversified.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Read Next

Advertisement

×

Wait! Do you know all the important aspects of mutual funds?

×

Free Advisor Access newsletter emailed to you.

Receive free and exclusive email updates for financial advisors about best performers, news, CE accredited webcasts and more.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.