Fidelity Select Defense and Aerospace Portfolio

Shareclass

Fidelity Select Defense & Aerospace (FSDAX)

Type

Open-end mutual fund

Manager

Fidelity Investments

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

47.2

percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 459 out of 867 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. BAE Systems PLC
0.59% of assets
$10.84M invested
2. Northrop Grumman Corp
3.65% of assets
$67.14M invested
3. GE Aerospace
21% of assets
$382.95M invested
4. Rolls-Royce Holdings PLC
2.44% of assets
$44.92M invested
5. Boeing Co
12% of assets
$218.2M invested
6. Lockheed Martin Corp
4.84% of assets
$88.9M invested
7. Thales
0.74% of assets
$13.63M invested
8. Textron Inc
2.53% of assets
$46.44M invested
9. L3Harris Technologies Inc
1.63% of assets
$29.89M invested
10. Bombardier Inc Registered Shs -B- Subord Vtg
1.31% of assets
$24.08M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. FTAI Aviation Ltd
0.52% of assets
$9.54M invested
2. Kratos Defense & Security Solutions Inc
1.66% of assets
$30.55M invested
3. Heico Corp Class A
4.02% of assets
$73.77M invested
4. Rocket Lab USA Inc
0.99% of assets
$18.25M invested
5. Loar Holdings Inc
<0.01% of assets
$116,272 invested
6. Woodward Inc
2.33% of assets
$42.75M invested
7. Curtiss-Wright Corp
2.08% of assets
$38.25M invested
8. BWX Technologies Inc
0.84% of assets
$15.51M invested
9. TransDigm Group Inc
4.96% of assets
$91.06M invested
10. Mercury Systems Inc
0.3% of assets
$5.56M invested

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Financial performance

Performance data provided by

Find more financial data on FSDAX at Morningstar.com

Gender Equality and Returns

Returns chart for Fidelity Select Defense and Aerospace Portfolio

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

FSDAX

Fidelity Select Defense and Aerospace Portfolio

Family

Fidelity Investments

Category

Industrials

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.78% more in annualized returns

Lower overall gender equality score

4 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

FSDAX

Fidelity Select Defense and Aerospace Portfolio

Family

Fidelity Investments

Category

Industrials

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.78% more in annualized returns

Lower overall gender equality score

4 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

FSDAX

Fidelity Select Defense and Aerospace Portfolio

Family

Fidelity Investments

Category

Industrials

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.78% more in annualized returns

Lower overall gender equality score

4 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
FSDAX - Fidelity Select Defense and Aerospace Portfolio

20%

13%

17%

11%

51 / 100 points

Benchmark

7.43%

7.17%

15%

8.99%

55 / 100 points

Fund compared to benchmark

13%

5.88%

2.05%

1.78%

4 / 100 points lower

Find more financial data on FSDAX at Morningstar.com

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