Fund of the Week: Fidelity Select Transportation

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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.

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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

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Read Next

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