Fidelity Select Defense and Aerospace Portfolio
Shareclass
Fidelity Select Defense & Aerospace (FSDAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Fidelity Select Defense and Aerospace Portfolio
FUND COVERAGE
# of holdings28
% of assets95%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. BAE Systems PLC0.87%$28.26M
- 2. Northrop Grumman Corp2.39%$77.93M
- 3. Bombardier Inc Registered Shs -B- Subord Vtg2.15%$70.05M
- 4. GE Aerospace21%$672.6M
- 5. Rolls-Royce Holdings PLC2.61%$85.08M
- 6. MTU Aero Engines AG0.82%$26.89M
- 7. Boeing Co14%$459.24M
- 8. Lockheed Martin Corp2.16%$70.64M
- 9. Axon Enterprise Inc3.79%$123.65M
- 10. Leidos Holdings Inc0.51%$16.67M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Kratos Defense & Security Solutions Inc0.58%$18.93M
- 2. Heico Corp Class A3.23%$105.45M
- 3. Rocket Lab Corp1.44%$46.88M
- 4. Curtiss-Wright Corp2.38%$77.53M
- 5. Huntington Ingalls Industries Inc2.01%$65.67M
- 6. Spirit AeroSystems Holdings Inc Class A1.51%$49.18M
- 7. Woodward Inc2.1%$68.51M
- 8. AeroVironment Inc0.55%$18.04M
- 9. BWX Technologies Inc0.5%$16.32M
- 10. Howmet Aerospace Inc4.89%$159.69M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Fidelity Select Defense and Aerospace Portfolio
Totals
Holdings
Assets
Weight
Prisons
1
$123.65M
3.79%
Prisons high risk
1
$123.65M
3.79%
Private prisons
0
$0
0%
Borders
10
$975.83M
30%
Borders high risk
8
$932.6M
29%
Total
10
$975.83M
30%
Holdings — 10 flagged holdings
1.
RTX Corp
:$317.27M
9.72%
2.
General Dynamics Corp
:$151.85M
4.65%
3.
Axon Enterprise Inc
:$123.65M
3.79%
4.
L3Harris Technologies Inc
:$94.86M
2.91%
5.
Textron Inc
:$79.73M
2.44%
6.
Northrop Grumman Corp
:$77.93M
2.39%
7.
Lockheed Martin Corp
:$70.64M
2.16%
8.
CACI International Inc Class A
:$25.19M
0.77%
9.
AeroVironment Inc
:$18.04M
0.55%
10.
Leidos Holdings Inc
:$16.67M
0.51%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Fidelity Select Defense and Aerospace Portfolio FSDAX
Environment
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