The fund normally invests at least 80 percent of assets in securities of companies principally engaged in underwriting, reinsuring, selling, distributing, or placing of property and casualty, life, or health insurance. It invests in domestic and foreign issuers. The fund invests primarily in common stocks. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified. Volume of about 1 shares indicates limited liquidity. It is managed by Fidelity Investments in the Financial category. Maximum drawdown of 6.24% indicates contained downside risk.
Performance
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Odds Of Distress
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As of March 18, 2026, INSURANCE PORTFOLIO is priced at $86.42, reflecting an 0.21% increase today after opening at $86.24. Current risk models assign INSURANCE PORTFOLIO a 22% probability of financial distress, reflecting a moderate probability within its capital structure. Risk-adjusted return data over the last 90 trading days classifies INSURANCE PORTFOLIO as weak in terms of performance. The performance scores are calculated from December 18, 2025 through March 18, 2026. Learn more.
Insurance Portfolio Insurance [FSPCX] is traded in USA. The fund is listed under the Financial category and is part of the Fidelity Investments family. This fund currently has accumulated 671.02 M in assets under management (AUM) with no minimum investment requirements. Insurance Portfolio is currently producing a year-to-date (YTD) return of 0.66%, while the total return for the last 3 years is 15.3%. INSURANCE PORTFOLIO financial stability analysis
The fund generated a five-year return of 12.0%. Insurance Portfolio retains 96.68% of assets under management (AUM) in equities. This fund's last dividend was $0.15 per share. Insurance Portfolio Insurance (FSPCX) recorded $671.0 million in Total Assets.
Investor Insights and Alerts
Automated alerts tied to Insurance Portfolio Insurance help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. The point is not to replace judgment, but to make sure important operating, market, or valuation changes are not ignored.
Insurance Portfolio generated a negative expected return over the last 90 days
Intraday indicators for Insurance Portfolio Insurance suit investors who need a shorter decision cycle and tighter control over timing. For most traders, the benefit is faster feedback on momentum, which sharpens both entries and exits.
Forecast models for Insurance Portfolio Insurance use past prices and returns to estimate how the fund may behave under similar conditions. Financial data rarely stays stable for long, so the model is best used as a probability tool, not a price promise.
Fund analysis emphasizes diversification, manager constraints, and fee drag. The five-year return stands at 12.0%.
Methodology
Unless otherwise specified, data for Insurance Portfolio Insurance is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Insurance Portfolio Insurance market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: Inputs rely on public fund disclosures, holdings reports, and market data feeds and institutional disclosures from U.S. Securities and Exchange Commission (SEC) via EDGAR. Publication cadence can introduce timing differences. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Insurance Portfolio Insurance may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.