3 / 5 Stars
3 3 2 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#7 in Industrials
U.S. News evaluated 11 Industrials 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 44.56 percent over the past year, 15.08 percent over the past three years, 17.48 percent over the past five years, and 11.26 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||38.0%|
|3 Years (Annualized)||15.1%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||11.3%|
The investment seeks capital appreciation. The fund primarily invests in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in providing transportation services or companies principally engaged in the design, manufacture, distribution, or sale of transportation equipment. 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. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Fidelity Select Transportation Portfolio has an expense ratio of 0.86 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.