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Fidelity Select Banking Portfolio (FSRBX)

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25.83 +0.18    +0.70%
01:00:00 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 388.63M
Type:  Fund
Market:  United States
Asset Class:  Equity
Fidelity Select Banking 25.83 +0.18 +0.70%

FSRBX Overview

 
On this page you'll find an in-depth profile of Fidelity Select Banking Portfolio. Learn about the key management, total assets, investment strategy and contact information of FSRBX among other information.
Category

Financial

Total Assets

388.63M

Expenses

0.76%

Inception Date

31593

Investment Strategy

The investment seeks capital appreciation. The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in banking. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.

Contact Information

Address 483 Bay Street
Toronto,ON M5G 2N7
Canada
Phone 416-307-5200
Fax 1-800-387-8092

Top Executives

Name Title Since Until
Matt Reed Portfolio Manager 2016 Now
Biography Since joining Fidelity Investments in 2008, Mr. Reed has worked as a research analyst and portfolio manager.
John Sheehy Portfolio Manager 2012 2017
Biography Since joining Fidelity Investments in 2007, Mr. Sheehy has worked as an equity research analyst and portfolio manager.
Vincent Montemaggiore Portfolio Manager 2008 2012
Biography Vincent Montemaggiore is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Montemaggiore manages the Fidelity and Fidelity Advisor Overseas Fund and Fidelity VIP Overseas Portfolio. He has managed the Fidelity Overseas Fund since January of 2012 and took on lead portfolio manager responsibilities for the Fidelity Advisor Overseas Fund and VIP Overseas Portfolio in October of 2016. Prior to assuming his current responsibilities, Mr. Montemaggiore co-managed Select Banking Portfolio, after being sole manager on the fund from 2008 to 2012. He also assumed research analyst coverage responsibilities for largecap and regional banks in 2008. Previously, Mr. Montemaggiore managed Select Industrial Equipment Portfolio, after taking on research coverage of industrial and machinery stocks in 2006. Prior to joining Fidelity in 2004, Mr. Montemaggiore worked as an investment banking analyst at de Guardiola Advisors, Inc. He also worked at Putnam Lovell Securities, Inc., where he focused on mergers and acquisitions within the financial services industry. He has been in the financial industry since 2000. Mr. Montemaggiore earned his bachelor of science degree in engineering from the University of Pennsylvania and his master of business administration degree from Columbia Business School.
Ramona Persaud Portfolio Manager 2006 2008
Biography Ramona Persaud joined Fidelity Investments in 2003, since then she has worked as a research analyst and portfolio manager.
Heather Lawrence Portfolio Manager 2004 2006
Biography Lawrence is a portfolio manager with Fidelity Investments. She joined Fidelity Investments as an analyst in 2001. Previously, Lawrence was an equity research associate with Morgan Stanley Dean Witter Discover & Co. in New York, from 1997 to 1999.
Peter W. Hirsch Portfolio Manager 2002 2004
Biography Hirsch joined Fidelity Investments in 1995 as an analyst and currently serves as a portfolio manager. Prior to joining the firm, he worked in fixed-income research for CS First Boston.
Sam Peters Managing Director, Portfolio Manager 2000 2002
Biography • Member of the CFA Institute • Industry since 1993 • Firm since 2005 • University of Chicago — MBA • College of William & Mary — BA in Economics • Fidelity Management & Research - Portfolio Manager, Health Care Sector Team Leader • Samuel M. Peters Investment Advisors - Founder • Eppler, Guerin & Turner - Financial Consultant - See more at: https://www.clearbridge.com/about/team/portfolio-management/peters-sam.html?team=portfolio_management#sthash.9Ysk0KIZ.dpuf
Yolanda S. Strock equity analyst/portfolio Manager 1999 2000
Biography Yolanda Strock joined Fidelity in 1997 where she is the sector leader of the Health Care Equity Resesarch group. She began managing Fidelity Select Biotechnology Portfolio in February 2000, and assumed her other fund management responsibilities and role of sector leader in June 2000. Yolanda has an MBA in Finance from the Fuqua School of Business at Duke University, a BSc in Marketing from the Wharton School of Business and a BA in economics from the University of Pennsylvania.
Christine Schaulat Research Analyst, Portfolio Manager 1998 1999
Biography Schaulat is a research analyst and portfolio manager for Fidelity Investments, her employer since 1997. Previously, she was an investment manager with Indosuez Asset Management Asia, Limited, in Hong Kong from 1993-1995. Prior to that, she was with Morgan Stanley & Company as a financial analyst in their investment banking division.
John D. Avery Vice President 1996 1998
Biography Avery is a vice president and portfolio manager with Fidelity Investments, his employer since 1995. Prior to joining the firm, he was a domestic equity analyst for Putnam Investments from 1993 to 1994. He was also an investment banking associate for Alex Brown & Sons from 1986 to 1991.
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