Fidelity Select Insurance Portfolio (FSPCX)

Fund Assets	634.98M
Expense Ratio	0.68%
Min. Investment	$0.00
Turnover	48.00%
Dividend (ttm)	4.17
Dividend Yield	4.27%
Dividend Growth	-26.02%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Apr 10, 2026

Previous Close	97.61
YTD Return	9.58%
1-Year Return	12.37%
5-Year Return	77.19%
52-Week Low	83.14
52-Week High	100.33
Beta (5Y)	0.56
Holdings	24
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.

• Fund Family: Fidelity
• Category: Financial
• Performance Rating: Above Average
• Risk Rating: Low
• Stock Exchange: NASDAQ
• Ticker Symbol: FSPCX
• Index: S&P 500 TR

Performance

FSPCX had a total return of 12.37% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.32%.

Top 10 Holdings

67.73% of assets

Name	Symbol	Weight
Chubb Limited	CB	13.68%
The Progressive Corporation	PGR	9.64%
Arthur J. Gallagher & Co.	AJG	7.95%
The Hartford Insurance Group, Inc.	HIG	6.13%
Reinsurance Group of America, Incorporated	RGA	6.11%
The Travelers Companies, Inc.	TRV	5.49%
American Financial Group, Inc.	AFG	4.77%
Arch Capital Group Ltd.	ACGL	4.70%
MetLife, Inc.	MET	4.64%
Aon plc	AON	4.61%

Dividend History

Ex-Dividend	Amount	Pay Date
Apr 10, 2026	$1.649	Apr 13, 2026
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

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 13, 2026

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