Fidelity Select Retailing Portfolio

Shareclass
Fidelity Select Retailing (FSRPX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Fidelity Select Retailing Portfolio

FUND COVERAGE
# of holdings40
% of assets100%
Score
50 / 100
Rank

40.0 percentile

Group: Sector Equity

Rank: #520 out of 865

Grade
C

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

6 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Etsy Inc
         % of fund invested: 1.1%
         $USD invested: $29.16M
  • 2. Walmart Inc
         % of fund invested: 8.9%
         $USD invested: $236.55M
  • 3. Target Corp
         % of fund invested: 1.88%
         $USD invested: $49.88M
  • 4. Tapestry Inc
         % of fund invested: 1.92%
         $USD invested: $51.04M
  • 5. PVH Corp
         % of fund invested: 1%
         $USD invested: $26.7M
  • 6. Lululemon Athletica Inc
         % of fund invested: 0.47%
         $USD invested: $12.63M
  • 7. Deckers Outdoor Corp
         % of fund invested: 1.01%
         $USD invested: $26.86M
  • 8. Capri Holdings Ltd
         % of fund invested: 0.77%
         $USD invested: $20.38M
  • 9. Lowe's Companies Inc
         % of fund invested: 6.99%
         $USD invested: $185.82M
  • 10. Williams-Sonoma Inc
         % of fund invested: 1.23%
         $USD invested: $32.83M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Carvana Co Class A
         % of fund invested: 0.5%
         $USD invested: $13.25M
  • 2. Ollie's Bargain Outlet Holdings Inc
         % of fund invested: 0.99%
         $USD invested: $26.26M
  • 3. RH Class A
         % of fund invested: 0.84%
         $USD invested: $22.26M
  • 4. Abercrombie & Fitch Co Class A
         % of fund invested: 0.93%
         $USD invested: $24.66M
  • 5. O'Reilly Automotive Inc
         % of fund invested: 3.79%
         $USD invested: $100.76M
  • 6. Dick's Sporting Goods Inc
         % of fund invested: 1.61%
         $USD invested: $42.74M
  • 7. Urban Outfitters Inc
         % of fund invested: 0.7%
         $USD invested: $18.56M
  • 8. Somnigroup International Inc
         % of fund invested: 0.33%
         $USD invested: $8.75M
  • 9. Floor & Decor Holdings Inc Class A
         % of fund invested: 1.19%
         $USD invested: $31.69M
  • 10. Ulta Beauty Inc
         % of fund invested: 2.02%
         $USD invested: $53.65M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Fidelity Select Retailing Portfolio

Totals

Holdings
Assets
Weight
Prisons
5
$1.14B
43%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$658.94M
25%
     Borders high risk
0
$0
0%
Total
5
$1.14B
43%
Full fund results

Holdings — 5 flagged holdings

1.
Amazon.com Inc
Prisons
Borders
$658.94M
25%
Prisons
Borders :
$658.94M
25%
2.
Walmart Inc
Prisons
$236.55M
8.9%
Prisons
$236.55M
8.9%
3.
Costco Wholesale Corp
Prisons
$171.15M
6.44%
Prisons
$171.15M
6.44%
4.
Target Corp
Prisons
$49.88M
1.88%
Prisons
$49.88M
1.88%
5.
The Kroger Co
Prisons
$22.45M
0.84%
Prisons
$22.45M
0.84%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

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