Financial Services Portfolio Fund Quote

FIDSX Fund  USD 14.82  0.04  0.27%   

Performance

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Odds Of Distress

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Financial Services is trading at 14.82 as of the 24th of March 2025; that is 0.27% down since the beginning of the trading day. The fund's open price was 14.86. Financial Services has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities of companies principally engaged in providing financial services to consumers and industry. Fidelity Select is traded on NASDAQ Exchange in the United States. More on Financial Services Portfolio

Moving together with Financial Mutual Fund

  0.84FPURX Fidelity PuritanPairCorr
  0.84FPUKX Fidelity PuritanPairCorr
  0.62FQIFX Fidelity Freedom IndexPairCorr
  0.79FQIPX Fidelity Freedom IndexPairCorr

Financial Mutual Fund Highlights

Fund ConcentrationFidelity Investments Funds, Large Funds, Financial Funds, Financial, Fidelity Investments, Large, Financial (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date29th of April 2023
Fiscal Year EndFebruary
Financial Services Portfolio [FIDSX] is traded in USA and was established 24th of March 2025. Financial Services is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Financial category and is part of Fidelity Investments family. This fund currently has accumulated 512.21 M in assets under management (AUM) with no minimum investment requirementsFinancial Services is currently producing year-to-date (YTD) return of 5.1% with the current yeild of 0.01%, while the total return for the last 3 years was 11.46%.
Check Financial Services Probability Of Bankruptcy

Instrument Allocation

Top Financial Services Portfolio Mutual Fund Constituents

FNFFidelity National FinancialStockFinancials
CBOECboe Global MarketsStockFinancials
HIGHartford Financial ServicesStockFinancials
WFCWells FargoStockFinancials
AGNCAGNC Investment CorpStockFinancials
USBUS BancorpStockFinancials
TRVThe Travelers CompaniesStockFinancials
TFCTruist Financial CorpStockFinancials
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Financial Services Risk Profiles

Financial Services Against Markets

Other Information on Investing in Financial Mutual Fund

Financial Services financial ratios help investors to determine whether Financial Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Financial with respect to the benefits of owning Financial Services security.
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