The Best Transportation Equities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Transportation Equities mutual funds.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.77%
- Avg. Yield
- 3.77%
- Avg. 1 Year Return
- 31.26%
- Median Risk/Return Score
- 52 / 100
The Best Transportation Equities Mutual Funds
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Select Air Transportation Portfolio | Transportation Equities | Dec 16, 1985 | 0.85% | — | — | 0.00% | — | ||||||||
| Fidelity Select Transportation Portfolio | Transportation Equities | Sep 29, 1986 | 0.69% | 23.46% | 12.80% | 7.54% | 52 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Transportation Equities Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Fidelity Select Transportation Portfolio | 52 | — | Sep 1986 |
Best-Performing Transportation Equities Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fidelity Select Transportation Portfolio | 12.04% | — | Sep 1986 |
Lowest-Cost Transportation Equities Mutual funds
The top Transportation Equities Mutual funds is FSRFX (0.69%).
With an average expense ratio of 0.77%, Transportation Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Fidelity Select Transportation Portfolio | 0.69% | — | Sep 1986 | |
| Fidelity Select Air Transportation Portfolio | 0.85% | — | Dec 1985 |
Highest-Yield Transportation Equities Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Fidelity Select Transportation Portfolio | 7.54% | — | Sep 1986 | |
| Fidelity Select Air Transportation Portfolio | 0.00% | — | Dec 1985 |
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