• Fidelity Select IT Services Portfolio

Fidelity Investments

  • US
  • Science/Technology

Fidelity Select IT Services Portfolio

FBSOX

Summary

The fund seeks capital appreciation by investing in companies in the United States.

The investment process is designed to highlight companies that are engaged in providing information technology services.

The strategy seeks to outperform its benchmark index through active management.

Next, the research team focuses on companies with consistent earnings growth and a competitive advantage due to factors such as high barriers to entry and pricing power.

In addition, the team looks for companies that can grow earnings at a faster rate than what is reflected in the stock price.

The team then narrows the More

Price

Last Close

$50.89 ( -0.27 )

52 Week HL

$104.4 - $50.89

Net Assets

$3610 M

Expense Ratio

0.73 %

Sector Allocation

Jun 30, 2021

Top 10 Holdings

Jun 30, 2021

Company Name

  • MASTERCARD INC
  • VISA INC
  • PAYPAL HLDGS
  • Square, Inc.
  • INTUIT INC

Holding

Company Name

  • TWILIO INC
  • ACCENTURE PLC
  • FISERV INC
  • DXC TECHNOLOGY
  • WNS HLDGS
  • Total

Holding

  • 0%

Manager

Name

Zachary Turner

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-37.2 %

3 Year

-30.52%

5 Year

19.6%

Best

59.05%
2009

Worst

-37.19%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -14.8% -0.8% -16.2% 25.5% 6.4% 7.3% 0.1% 5.8% -2.8% 14.7% -
Q2 -29.2% 6.5% 24.6% 4% 7.7% 6.1% -2.2% 4.4% 0.9% 4.7% -
Q3 - -2.8% 10.4% -1.1% 9.3% 8.6% 6.5% -2.7% -2.9% 11.7% -
Q4 - -13.5% 8.1% 5.5% -17.1% 8.3% 0.8% 5.2% 12.3% 13.9% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -10.6% -5.5% 0.8% -18.3% -10.9% - - - - - - -
2021 -6.5% 7.3% -1.1% 3.8% -2.7% 5.4% 2.7% -0.9% -4.5% -1.2% -5.6% -7.3%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FBSOX -37%-25%39%-34%5%-7%53%20%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -37%-9%10%-15%-3%--7%24%20%

FBSOX S&P 500

Chart +