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FIDSX Mutual Fund Price & Analysis

This fund primarily targets companies that provide financial services to both individual consumers and industrial clients. Typically, at least 80% of its assets are dedicated to securities issued by such firms, with its holdings consisting mainly of common equities. The portfolio may include companies located both domestically and internationally. Investment selections are driven by a fundamental analysis approach, which involves evaluating an issuer's financial strength, competitive position in its sector, and prevailing market and economic conditions. It is important to note that the fund operates as a non-diversified portfolio.

FIDSX Mutual Fund Chart & Stats

$16.88
$0.22(1.32%)
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FIDSX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Mastercard Inc
9.28%
USD_CASH
Fidelity Revere Street Trust
7.26%
Wells Fargo & Company
6.47%
Bank of America
6.44%
Reinsurance Group Of America
4.33%
Citigroup Inc
3.49%
State Street
3.19%
Charles Schwab Corp.
3.05%
Chubb Ltd
2.90%
Morgan Stanley
2.47%
Total48.87%

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