Fidelity Select Insurance
(FSPCX)
-0.55
-0.89%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 61.47 |
| Category | Financial |
| Net Assets | 376.81 Mil |
| Yield | 1.03% |
| Morningstar Risk | Below Average |
| Morningstar Return | Above Average |
- Last NAV update 5/22/2013 4:00 PM ET
| NA |
|---|
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in underwriting, reinsuring, selling, distributing, or placing of property and casualty, life, or health insurance. It invests in domestic and foreign issuers. The fund invests primarily in common stocks. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 21.83% | 20.13% | -5.16% | 19.67% | 20.83% |
| Value ($) | 12,183.00 | 14,635.44 | 13,880.25 | 16,610.50 | 20,070.47 |
- Year to date performance as of 5/21/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Court Dignan |
| Tenure (Years) | 4 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 200.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.85% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 5.87% |
| 3 Months | 9.52% |
| 1 Year | 38.19% |
| 3 Years* | 16.75% |
| 5 Years* | 5.68% |
- * Annualized returns
- Performance as of 5/21/2013 8:00 PM ET
| FSPCX | Financial | |
|---|---|---|
| 5-Yr Return | 5.68% | 0.23% |
| Sharpe Ratio | 0.80 | 0.42 |
| Net Assets | 376.81 Mil | 77.66 Mil |
| Avg Market Cap | 18.55 Bil | 15.34 Bil |
| Avg P/E | 11.66 | 11.99 |
| Portfolio Turnover | 157 | 96 |
| Symbol | Value ($) |
|---|---|
| Stocks | 96.44% |
| Cash | 3.56% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| Berkshire Hathaway Inc Class B | 15.69% |
| American International Group Inc | 7.65% |
| Travelers Companies, Inc. | 7.29% |
| ACE Ltd | 6.99% |
| Marsh & McLennan Companies, Inc. | 6.04% |
| Everest Re Group, Ltd. | 4.31% |
| Allied World Assurance Company Holdings AG | 4.17% |
| MetLife Inc | 4.08% |
| Axis Capital Holdings Ltd | 3.87% |
| Proassurance Corporation | 3.22% |
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