Fidelity Select Funds
Investment Model Portfolios

This plan consists of all Fidelity Select funds which are required to be held for at least 30 days. The model portfolios are only for risk profile 0: Fidelity Select fund rotation. 

Investment options of Fidelity Select Funds

Total Available Funds: 41
Asset Class Ticker Description
Others
Utilities FIUIX Fidelity Telecom and Utilities
Industrials FSAIX Fidelity Select Air Transportation
MISCELLANEOUS SECTOR FSAVX Fidelity Select Automotive
Financial FSRBX Fidelity Select Banking
Health FBIOX Fidelity Select Biotechnology
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals
Communications FSDCX Fidelity Select Communications Equip
Technology FDCPX Fidelity Select Computers
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction & Housing
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary
Financial FSVLX Fidelity Select Consumer Finance
Consumer Defensive FDFAX Fidelity Select Consumer Staples
Industrials FSDAX Fidelity Select Defense & Aerospace
Technology FSELX Fidelity Select Electronics
Equity Energy FSENX Fidelity Select Energy
Equity Energy FSESX Fidelity Select Energy Service
MISCELLANEOUS SECTOR FSLEX Fidelity Select Envir and Alt Energy
Financial FIDSX Fidelity Select Financial Services
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold
Health FSPHX Fidelity Select Health Care
Industrials FSCGX Fidelity Select Industrial Equipment
Industrials FCYIX Fidelity Select Industrials
Financial FSPCX Fidelity Select Insurance
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services
Consumer Cyclical FDLSX Fidelity Select Leisure
Natural Resources FSDPX Fidelity Select Materials
Health FSHCX Fidelity Select Medical Delivery
Health FSMEX Fidelity Select Medical Equip & Systems
Communications FBMPX Fidelity Select Multimedia
Equity Energy FSNGX Fidelity Select Natural Gas
Natural Resources FNARX Fidelity Select Natural Resources
Health FPHAX Fidelity Select Pharmaceuticals
Consumer Cyclical FSRPX Fidelity Select Retailing
Technology FSCSX Fidelity Select Software & Comp
Technology FSPTX Fidelity Select Technology
Communications FSTCX Fidelity Select Telecommunications
Industrials FSRFX Fidelity Select Transportation
Utilities FSUTX Fidelity Select Utilities Portfolio
Communications FWRLX Fidelity Select Wireless
ROOT CASH CASH

Investment model portfolios

We provide two types of investment model portfolios for Fidelity Select Funds participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Fidelity Select Funds Strategic Asset Allocation – Optimal Moderate NA 0.05% 0.05% 0.12% 1.09% NA NA
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 23.41% 16.65% 6.92% 7.18% 4.13% 8.60%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 10.71% 9.01% 4.51% 6.31% 5.32% NA
Data as of 06/28/2013, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Fidelity Select Funds Tactical Asset Allocation Moderate NA 24.84% 11.63% 11.75% 10.20% 10.38% 11.00%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%
Data as of 10/31/2024, Common starting date is 12/31/2000

Asset Allocation Composite Model Portfolio

The following model portfolio is based on the MyPlanIQ Asset Allocation Composite (AAC) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Fidelity Select Funds Asset Allocation Composite Moderate NA 0.07% 0.44% 0.72% 0.40% 0.49% 0.80%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 15.46% 18.47% 15.92% 14.43% 10.14% 9.15%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 1.88% 8.81% 7.74% 6.99% 5.54% 6.21%
Data as of 03/31/2022, Common starting date is 12/31/2000