Fidelity Select Financial Services Portfolio (FIDSX) belongs to the Financials Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FIDSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIDSX
FIDSX charges 0.73% annually. There are 2 mutual funds in the Financials Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.09% | 13.50B | Feb 2004 | FIDSX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | FIDSX vs FIKBX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | FIDSX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | FIDSX vs FSLBX | |
| Fidelity Advisor Financial Services Fund Class I | 0.76% | — | Sep 1996 | FIDSX vs FFSIX |
Best Risk-Adjusted Alternatives to FIDSX
FIDSX has a PortfoliosLab risk / return rank of 10. There are 20 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 80.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 80 | — | Oct 2018 | FIDSX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 77 | — | Oct 2018 | FIDSX vs GAFSX | |
| RMB Mendon Financial Services Fund | 69 | — | Jun 1999 | FIDSX vs RMBKX | |
| Rydex Banking Fund | 41 | — | Apr 1998 | FIDSX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 36 | — | Jan 1997 | FIDSX vs HSFNX |
Top Performing FIDSX Alternatives (YTD)
FIDSX is at 8.80% YTD. There are 11 mutual funds in the Financials Equities category with higher YTD returns, going as high as 20.32%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | 20.32% | — | Aug 1994 | FIDSX vs BTO | |
| RMB Mendon Financial Services Fund | 18.97% | — | Jun 1999 | FIDSX vs RMBKX | |
| John Hancock Regional Bank Fund | 18.75% | — | Jan 1992 | FIDSX vs FRBAX | |
| Fidelity Select Banking Portfolio | 16.71% | — | Jun 1986 | FIDSX vs FSRBX | |
| Hennessy Small Cap Financial Fund | 15.61% | — | Jan 1997 | FIDSX vs HSFNX |
Lowest Volatility Alternatives to FIDSX
FIDSX has 17.18% 1-year volatility. There are 18 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.22% | — | Aug 2003 | FIDSX vs FLC | |
| Saratoga Financial Service Fund | 9.20% | — | Aug 2000 | FIDSX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.62% | — | Oct 2018 | FIDSX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.67% | — | Oct 2018 | FIDSX vs GAFSX | |
| ICON Consumer Select Fund | 14.22% | — | Jul 1997 | FIDSX vs ICFSX |
Lowest Drawdown Alternatives to FIDSX
FIDSX has a 1-year max drawdown of -16.60%. There are 24 mutual funds in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -4.86%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Saratoga Financial Service Fund | -4.86% | — | Aug 2000 | FIDSX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | FIDSX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | FIDSX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | FIDSX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | FIDSX vs RMBKX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 14.87% | — | Sep 2021 | FIDSX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 68 | 11.30% | — | Jul 1993 | FIDSX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | FIDSX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 68 | 12.25% | — | May 2011 | FIDSX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.70% | — | Dec 1991 | FIDSX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.82% | — | Jul 2010 | FIDSX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 43 | 6.43% | — | Aug 2005 | FIDSX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 41 | 31.15% | — | Apr 2000 | FIDSX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 80 | 7.36% | — | Oct 2007 | FIDSX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 76 | 13.91% | — | Sep 1999 | FIDSX vs FAMRX |
Often Compared With FIDSX
Investors most often compare FIDSX with FNCL, XLF, FSPCX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FIDSX with Any Fund or Stock
Compare FIDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIDSX with funds that move differently
Fidelity Select Financial Services Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIDSX.
Explore FIDSX Diversifiers