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Financials

Companies in the Financials sector are engaged in businesses such as banking and brokerage, mortgage finance, insurance, or real estate development.

All Financials investments from Fidelity

Our selection of sector- and industry-level mutual funds can help you gain the exposure you're looking for. We also offer sector mutual funds and sector ETFs from other leading asset managers.

Sector mutual fund Fidelity Select Financial Services Portfolio (FIDSX)
Sector ETF Fidelity MSCI Financials Index ETF (FNCL)
Industry-targeted mutual funds Fidelity Select Banking Portfolio (FSRBX)
Fidelity Select Brokerage and Investment Management Portfolio (FSLBX)
Fidelity Select Consumer Finance Portfolio (FSVLX)
Fidelity Select Insurance Portfolio (FSPCX)

Research Financials at Fidelity

Our in-depth research can help you better understand the industries and companies that make up this sector, with timely performance data and powerful stock, mutual fund, and ETF screeners.

Companies in this sector*

  • Berkshire Hathaway Inc. (BRK/B)
  • Wells Fargo & Co. (WFC)
  • JPMorgan Chase & Co. (JPM)
  • Bank of America Corp. (BAC)
  • Citigroup Inc. (C)

See more companies in this sector.

Fidelity Viewpoints®

Our Viewpoints articles provide perspective from Fidelity on the markets and economy, investing, and personal finance.

  • 2016 outlook: financials

    Pluses include a housing recovery and M&A. Among the risks: disinflation and volatility.
  • Demystifying bond ETFs

    If you like exchange-traded funds and want some of the benefits of bonds, bond ETFs may be an option.
  • REIT checkup

    Can REITs regain their momentum from last year? Office and retail REITs may be the best hope.
  • New ETFs

    Sector-focused and emerging-market-themed ETFs top S&P Capital IQ’s recent expert screen.

Next steps

Find Financials investments. Search stocks, ETFs, and mutual funds in this sector.

Calculator

Sector Portfolio Builder Tool Test allocations, screen for investments, and compare your creations to market benchmarks.

Before investing in any mutual fund or exchange traded fund, you should consider its investment objective, risks, charges and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.

Investment decisions should be based on an individual’s own goals, time horizon, and tolerance for risk.

Past performance is no guarantee of future results.

* Represents the five companies in this sector with the largest market capitalizations, as of 09/30/2014.

Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Sector funds can be more volatile because of their narrow concentration in a specific industry.

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