FIDSX Mutual Fund Holdings Information

Holdings Count
66
Total Assets
733.58M
Top 10 Percentage
42.13%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
66 Holdings
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Mastercard Inc
8.88%
$63.39M
$407.34B
12.30%
22 Buy
2 Hold
0 Sell
Strong Buy
premium
Wells Fargo & Company
7.43%
$53.02M
$210.54B
29.15%
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
Bank of America
5.98%
$42.67M
$325.87B
28.81%
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
Citigroup Inc
3.19%
$22.79M
$124.33B
35.63%
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
Reinsurance Group Of America
3.19%
$22.76M
$14.58B
56.17%
8 Buy
2 Hold
0 Sell
Strong Buy
premium
Morgan Stanley
2.95%
$21.03M
$169.33B
11.91%
8 Buy
10 Hold
0 Sell
Moderate Buy
premium
Chubb Ltd
2.91%
$20.80M
$109.66B
31.11%
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
USD_CASH
Fidelity Revere Street Trust
2.75%
$19.60M
premium
M&T Bank Corporation
2.42%
$17.30M
$29.18B
22.94%
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
Apollo Global
2.42%
$17.24M
$69.51B
49.32%
7 Buy
5 Hold
0 Sell
Moderate Buy
premium

Sector Breakdown

95.29%Financial2.71%Technology1.50%Industrials0.51%Consumer Cyclical95.29%Financial
Financial
95.29%
Technology
2.71%
Industrials
1.50%
Consumer Cyclical
0.51%

Countries Breakdown

92.99%United States3.76%United Kingdom92.99%United States
United States
92.99%
United Kingdom
3.76%

Breakdown By Smart Score

6.04%Outperform1028.87%Outperform918.65%Outperform89.02%Neutral720.16%Neutral64.55%Neutral58.10%Neutral41.76%Underperform31.77%Underperform21.08%Underperform17
The weighted average smart score of the FIDSX Mutual Fund is 7
10
6.04%
9
28.87%
8
18.65%
7
9.02%
6
20.16%
5
4.55%
4
8.10%
3
1.76%
2
1.77%
1
1.08%

FIDSX Mutual Funds FAQ

What are Mutual Funds FIDSX’s top 3 holdings?
FIDSX’s top 3 holdings are MA, WFC, BAC.
    What is Mutual Funds FIDSX’s holdings count?
    Mutual Funds FIDSX’s is holdings 66 different assets.
      What are the total assets of Mutual Funds FIDSX?
      Mutual Funds FIDSX’s total assets are 733.58M.
        What's Included in PREMIUM?
        Make informed decisions based on Top Analysts' activity
        Know what industry insiders are buying
        Get actionable alerts from top Wall Street Analysts
        Find out before anyone else which stock is going to shoot up
        Get powerful stock screeners & detailed portfolio analysis