Morningstar

Fidelity Select Biotechnology FBIOX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 20.98  /  +0.77 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Health
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.67%
  • Turnover 52%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis FBIOX

Will FBIOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FBIOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FBIOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FBIOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Select Biotechnology's recent fee cut and People Pillar rating increase lead to an upgrade in this strategy's Morningstar Medalist Rating to Gold from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FBIOX

More FBIOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AbbVie Inc

11.43 572.6 Mil
Healthcare

Amgen Inc

9.05 453.6 Mil
Healthcare

Krystal Biotech Inc

7.31 366.4 Mil
Healthcare

Regeneron Pharmaceuticals Inc

5.20 260.4 Mil
Healthcare

Vertex Pharmaceuticals Inc

4.41 220.7 Mil
Healthcare

Alnylam Pharmaceuticals Inc

3.63 181.8 Mil
Healthcare

Gilead Sciences Inc

2.61 130.9 Mil
Healthcare

UCB SA

1.97 98.9 Mil
Healthcare

Zealand Pharma AS

1.97 98.8 Mil
Healthcare

Ascendis Pharma AS ADR

1.82 91.3 Mil
Healthcare

Sponsor Center