Fidelity Select Banking Portfolio (FSRBX) 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 FSRBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSRBX
FSRBX 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% | 13.90B | Feb 2004 | FSRBX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | FSRBX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | FSRBX vs FIDSX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | FSRBX vs FSLBX | |
| Fidelity Advisor Financial Services Fund Class I | 0.76% | — | Sep 1996 | FSRBX vs FFSIX |
Best Risk-Adjusted Alternatives to FSRBX
FSRBX has a PortfoliosLab risk / return rank of 29. There are 10 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 88 | — | Oct 2018 | FSRBX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 86 | — | Oct 2018 | FSRBX vs GAFSX | |
| RMB Mendon Financial Services Fund | 83 | — | Jun 1999 | FSRBX vs RMBKX | |
| John Hancock Regional Bank Fund | 57 | — | Jan 1992 | FSRBX vs FRBAX | |
| Hennessy Small Cap Financial Fund | 55 | — | Jan 1997 | FSRBX vs HSFNX |
Top Performing FSRBX Alternatives (YTD)
FSRBX is at 15.84% YTD. There are 3 mutual funds in the Financials Equities category with higher YTD returns, going as high as 20.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 20.12% | — | Jun 1999 | FSRBX vs RMBKX | |
| John Hancock Regional Bank Fund | 19.26% | — | Jan 1992 | FSRBX vs FRBAX | |
| John Hancock Financial Opportunities Fund | 19.05% | — | Aug 1994 | FSRBX vs BTO | |
| Hennessy Small Cap Financial Fund | 15.24% | — | Jan 1997 | FSRBX vs HSFNX | |
| Rydex Banking Fund | 14.12% | — | Apr 1998 | FSRBX vs RYKIX |
Lowest Volatility Alternatives to FSRBX
FSRBX has 22.59% 1-year volatility. There are 25 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.38% | — | Aug 2003 | FSRBX vs FLC | |
| Saratoga Financial Service Fund | 9.20% | — | Aug 2000 | FSRBX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.56% | — | Oct 2018 | FSRBX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.61% | — | Oct 2018 | FSRBX vs GAFSX | |
| ICON Consumer Select Fund | 14.30% | — | Jul 1997 | FSRBX vs ICFSX |
Lowest Drawdown Alternatives to FSRBX
FSRBX has a 1-year max drawdown of -15.60%. There are 22 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 | FSRBX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | FSRBX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | FSRBX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | FSRBX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | FSRBX vs RMBKX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 64 | 9.35% | — | Feb 1988 | FSRBX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FSRBX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FSRBX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FSRBX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FSRBX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FSRBX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FSRBX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FSRBX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FSRBX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FSRBX vs FTIHX |
Often Compared With FSRBX
Investors most often compare FSRBX with FITB, FSPCX, VOO. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FSRBX with Any Fund or Stock
Compare FSRBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSRBX with funds that move differently
Fidelity Select Banking Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSRBX.
Explore FSRBX Diversifiers