Financials

The Financial Sector contains companies involved in activities such as banking, mortgage finance, consumer finance, specialized finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, financial investment, real estate investment trusts (REITs), as well as companies engaged in real estate management & development.

Reasons to Invest in the Financials Sector

  • Tends to be generally more economically sensitive
  • Part of a sector rotation strategy (i.e., early part of the economic cycle)
  • Can provide greater diversification* than owning an individual financials stock

Search for funds within the Financials

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Click on the name of the fund for additional important fund information, including quarter-end returns, investment objective, risk, fees and expense ratio information.

Before investing in any exchange traded product, 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.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Past performance is no guarantee of future results.

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