FIDSX – Fidelity Select Financials Port Investment Strategy | Morningstar

Morningstar

Strategy

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FIDSX	Fidelity Select Financials Portfolio	No Load	Open			Dec 10, 1981	$793.47M	0.680%	Low	$0	−$317.18M
FIVKX	Fidelity Advisor Financials Fund - Class I	Institutional	Open			Aug 6, 2026	$188.73M	0.700%	Below Average	$0	—
FIVHX	Fidelity Advisor Financials Fund - Class M	Front Load	Open			Aug 6, 2026	$89.73M	1.200%	Average	$0	—
FIVGX	Fidelity Advisor Financials Fund - Class A	Front Load	Open			Aug 6, 2026	$253.82M	0.950%	Low	$0	—
FIVJX	Fidelity Advisor Financials Fund - Class C	Level Load	Open			Aug 6, 2026	$28.67M	1.700%	Low	$0	—
FIVSX	Fidelity Advisor Financials Fund - Class Z	Retirement, Large	Open			Aug 6, 2026	$59.71M	0.580%	Low	$0	—

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