2 / 5 Stars
2 3 1 5 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#18 in Financial
U.S. News evaluated 31 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.23 percent over the past year, 1.93 percent over the past three years, -3.35 percent over the past five years, and 1.26 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||11.6%|
|3 Years (Annualized)||1.9%|
|5 Years (Annualized)||-3.3%|
|10 Years (Annualized)||1.3%|
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in providing financial services to consumers and industry. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments.
Fees are Low compared to funds in the same category.
Fidelity Select Financial Services Portfolio has an expense ratio of 0.78 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.