80.48 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 80.48
Category Financial
Net Assets 934.01 Mil
Yield 0.90%
Morningstar Risk Above Average
Morningstar Return Below Average
  • Last NAV update 4/16/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
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.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 6.48% -20.35% 27.81% 33.67% -1.46%
Value ($) 10,647.62 8,480.61 10,839.05 14,488.26 14,276.44
  • Year to date performance as of 4/16/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Christopher Lee
Tenure (Years) 1
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 200.00
Front Load 0.00
Expense Ratio 0.78%
PERFORMANCE
Symbol Value ($)
1 Month -0.33%
3 Months -1.99%
1 Year 21.27%
3 Years* 10.24%
5 Years* 13.88%
  • * Annualized returns
  • Performance as of 4/16/2014 12:00 AM ET
PEER COMPARISON
  FIDSX Financial
5-Yr Return 13.88% 15.35%
Sharpe Ratio 0.65 1.82
Net Assets 934.01 Mil 110.65 Mil
Avg Market Cap 29.01 Bil 32.48 Bil
Avg P/E 13.75 14.93
Portfolio Turnover 271 124
HOLDINGS
Symbol Value ($)
Stocks 96.24%
Cash 3.12%
Fixed Income 0.00%
Other 0.64%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

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