Select FinTech PortfolioFSVLX
Type
Mutual fund
Peer group
US equity: Finance
Net assets
$84.0M
Expense ratio
0.74%
1-year return
-21.0%
3 years, a year
+4.7%
5 years, a year
-0.5%
Holdings
24
What it aims to do.
FinTech Portfolio seeks capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| V Visa Inc | 11.30% |
| SHOP Shopify Inc | 8.90% |
| INTU Intuit Inc | 7.01% |
| AXP American Express Co | 6.73% |
| FISV Fiserv Inc | 6.23% |
| MA Mastercard Inc | 6.16% |
| Fidelity Revere Street Trust | 5.77% |
| COF Capital One Financial Corp | 5.28% |
| TOST Toast Inc | 4.65% |
| XYZ Block Inc | 4.26% |
More on FSVLX.
- FSVLX overview
- FSVLX holdings
- FSVLX risk
- FSVLX costs
- FSVLX money in and out
- FSVLX share classes
- Compare FSVLX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.