Summary
Fidelity Select Insurance Portfolio is a mutual fund. It does not trade on an exchange: you buy it from the fund company at a price set once a day. Positions inside: 25. The ten largest make up 67% of the fund.
- Positions
- 25
- Dividend yield
- 4.26%
What speaks for it
Nothing stands out in its favour.
What to watch
- The ten largest positions make up 67% of the fund, so its result rests on a few names.
A fund has no Bulios Score and no Fair Price of its own - both are computed from the results of a single company. This page shows what is inside the fund and what it costs instead.
Price
Performance
- 1 month
- +3.3%
- 3 months
- +1.3%
- This year
- +8.5%
- 1 year
- +10.0%
- 3 years
- +31%
- 5 years
- +35%
- 10 years
- +37%
- Avg. market cap
- $53.3B
- P/E
- 12.2x
- Forward P/E
- 10.9x
- P/S
- 1.4x
- P/B
- 2.3x
- P/FCF
- 7.1x
- EV/EBITDA
- -
- Dividend yield
- 2.33%
- ROIC
- -
- ROE
- 22.4%
- Gross margin
- -
- Operating margin
- 17.3%
- Net margin
- 13.2%
- Payout ratio
- 28.4%
- Net debt/EBITDA
- -
- Beta
- 0.35
Weighted average of the 20 largest companies, which make up 77% of the fund. Banks and insurers are left out of the gross margin, the ROIC and the EBITDA figures.
What is inside?
Concentrated- 1 Chubb Ltd 13%
- 2 PGThe Progressive Corporation PGR 9.2%
- 3 AJArthur J. Gallagher & Co. AJG 8.7%
- 4 RGReinsurance Group of America RGA 6.4%
- 5 HIThe Hartford Financial Services HIG 6.1%
- 6 MRMarsh & McLennan Companies, Inc. MRSH 5.0%
- 7 TRThe Travelers Companies, Inc. TRV 4.9%
- 8 MEMetLife MET 4.8%
- 9 Willis Towers Watson PLC 4.8%
- 10 ACArch Capital Group ACGL 4.5%
Positions in the fund: 25. The ten largest make up 67% of it.
Composition as of Oct 18, 2026.
Where is it spread?
By company size
- Large cap 92%
- Mid cap 8.1%
By the company's market value: Mega cap from $200B, Large cap from $10B, Mid cap from $2B, Small cap from $300M, Micro cap below $300M. Counted from the companies that make up 77% of the fund.
Largest size group: Large cap (92%).
What does it cost me?
We do not know the costs of this fund.
How has it done?
Growing slowly- A year on average, 10 years
- +3.2%
- Deepest drop
- -20%
- Yearly volatility
- 17%
Average yearly growth over the last ten years: 3.2%. Deepest drop in these years: 20% below the earlier high.
Does it pay dividends?
Yes, it pays out- Yield
- 4.26%
- Payments a year
- 2
- Last payment
- $1.65
Over the last 12 months it paid $4.17 per share, which is 4.26% of today's price. The last payment was $1.65 on Apr 10, 2026.
How expensive are the companies inside?
Rather cheap- P/E of the companies inside
- 12.2
- Average Bulios Score
- 70 out of 100
Weight by Bulios Fair Price
- Undervalued 81%
- Fairly valued 15%
- Overvalued 4.1%
On average the companies inside trade for 12.2 times their yearly profit. By Fair Price, 81% of the rated weight comes out as undervalued.
Counted from its largest companies (20), which make up 77% of the fund. Each company counts by its weight. We use the metrics, the Bulios Score and the Fair Price of the companies themselves.
Can I buy it as an ETF?
A mutual fund is bought from the fund company. These ETFs hold much of the same and trade on an exchange, so an ordinary broker carries them.
| Fund | Domicile | Size | 1-year change | Dividends | ||
|---|---|---|---|---|---|---|
KB KBWP Invesco KBW Property & Casualty Insurance ETF | United States | 0.35% | $294.0M | +14% | Pays out | 45% |
IA IAK iShares U.S. Insurance ETF | United States | 0.37% | $531.8M | +15% | Pays out | 35% |
KI KIE State Street SPDR S&P Insurance ETF | United States | 0.35% | $442.9M | +9.9% | Pays out | 30% |
HE HEMI Hartford Equity Premium Income ETF | United States | 0.58% | $37.6M | - | Pays out | 22% |