Fidelity Select Insurance Portfolio (FSPCX)
| Fund Assets | 671.02M |
| Expense Ratio | 0.69% |
| Min. Investment | $0.00 |
| Turnover | 55.00% |
| Dividend (ttm) | 3.02 |
| Dividend Yield | 3.53% |
| Dividend Growth | -61.58% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 26, 2025 |
| Previous Close | 86.24 |
| YTD Return | -4.47% |
| 1-Year Return | -6.49% |
| 5-Year Return | 70.83% |
| 52-Week Low | 85.51 |
| 52-Week High | 97.94 |
| Beta (5Y) | 0.65 |
| Holdings | 26 |
| Inception Date | Dec 16, 1985 |
About FSPCX
Fidelity Select Insurance Portfolio is an actively managed mutual fund that focuses on equity investments within the insurance industry. Its primary goal is capital appreciation by investing at least 80% of assets in companies involved in underwriting, reinsuring, selling, distributing, or placing property and casualty, life, or health insurance. While the majority of its holdings are in U.S.-based insurance firms, the fund also considers foreign issuers to capture broader industry trends. The portfolio is notably concentrated, with around two-thirds of assets allocated to its top ten holdings, which include leading names in the insurance sector. Fundamental analysis guides the selection process, taking into account the financial health, competitive position, and broader market conditions affecting each issuer. The fund’s non-diversified structure enables higher conviction investments but can also introduce greater sector-specific risk. Since its launch in 1985, Fidelity Select Insurance Portfolio has established itself as a specialist tool for gaining targeted exposure to the financial services landscape, reflecting the evolving dynamics and performance of the global insurance industry.
Performance
FSPCX had a total return of -6.49% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.06%.
Top 10 Holdings
66.43% of assets| Name | Symbol | Weight |
|---|---|---|
| Chubb Limited | CB | 12.44% |
| The Progressive Corporation | PGR | 9.18% |
| Arthur J. Gallagher & Co. | AJG | 8.01% |
| Reinsurance Group of America, Incorporated | RGA | 6.67% |
| The Hartford Insurance Group, Inc. | HIG | 6.36% |
| Aon plc | AON | 4.85% |
| The Travelers Companies, Inc. | TRV | 4.82% |
| MetLife, Inc. | MET | 4.77% |
| American Financial Group, Inc. | AFG | 4.67% |
| Willis Towers Watson Public Limited Company | WTW | 4.67% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 26, 2025 | $2.521 | Dec 29, 2025 |
| Apr 11, 2025 | $0.499 | Apr 14, 2025 |
| Dec 26, 2024 | $5.138 | Dec 27, 2024 |
| Apr 12, 2024 | $2.723 | Apr 15, 2024 |
| Dec 21, 2023 | $3.753 | Dec 22, 2023 |
| Apr 14, 2023 | $2.750 | Apr 17, 2023 |