FSHOX

Active

Select Construction and Housing Portfolio

Category: US Equity (9,528 funds)

Expense Ratio
0.69%
Annual Cost per $10K
$69.00
30-Year Fee Drag per $10K
$13,429
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+8.45%

Asset Allocation

US Equity
82%
Intl Equity
17%
Cash
1%

Fee Comparison

FSHOX
0.69%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

35% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+72.01%3Y
Compare to

Fee Impact Calculator

$
%
FSHOX at 0.69%$313,468
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$67,145
Cost vs index fund−$63,956

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
FSHOXSelect Construction and Housing Portfolio0.69%
DOXGXDodge & Cox Stock Fund0.41%
FEEFXAmerican Funds Fundamental Investors0.34%
AAHTXAmerican Funds 2045 Target Date Retirement Fund0.69%
AALTXAmerican Funds 2050 Target Date Retirement Fund0.69%
SMHVanEck Semiconductor ETF0.35%
AAGTXAmerican Funds 2040 Target Date Retirement Fund0.68%
THISXT. Rowe Price Health Sciences Fund, Inc.0.67%
WFPRXAllspring Special Mid Cap Value Fund0.70%
AICCXInvestment Co of America0.32%
VGSTXVANGUARD STAR FUND0.30%
FSELXSelect Semiconductors Portfolio0.62%
FVDFirst Trust Value Line Dividend Index Fund0.61%
AAMTXAmerican Funds 2055 Target Date Retirement Fund0.70%
AFMFXAmerican Mutual Fund0.57%
SOXXiShares Semiconductor ETF0.34%
FSPHXSelect Health Care Portfolio0.63%
CGPAXAmerican Funds Growth Portfolio0.99%
PMBJXMidCap Fund0.80%
TRUZXT. Rowe Price New Horizons Fund, Inc.0.64%
LCBEXClearBridge Dividend Strategy Fund0.66%
MVCKXMFS Mid Cap Value Fund0.62%
FFOJXSelect Technology Portfolio0.91%
MEIAXMFS Value Fund0.79%
FGIDXFidelity Growth and Income Portfolio0.46%
AANTXAmerican Funds 2060 Target Date Retirement Fund0.72%
FRCSXFranklin Small Cap Value Fund0.60%
TRZZXT. Rowe Price Small-Cap Stock Fund, Inc.0.74%
FSFGXFidelity Focused Stock Fund0.69%
FZANXFidelity Advisor New Insights Fund0.53%
POSKXPRIMECAP Odyssey Stock Fund0.67%
PEIYXPutnam Large Cap Value Fund0.63%
MCPRXMFS Mid Cap Growth Fund1.02%
FDVLXFidelity Value Fund0.68%
MITJXMassachusetts Investors Trust0.38%
FEIKXFidelity Equity-Income Fund0.46%
POAGXPRIMECAP Odyssey Aggressive Growth Fund0.66%
FCAKXFidelity Capital Appreciation Fund0.66%
BBVLXBridge Builder Large Cap Value Fund0.23%
ACSHXInvesco Comstock Fund0.51%
FACDXFidelity Advisor Health Care Fund0.68%
AIQGlobal X Artificial Intelligence & Technology ETF0.68%
QTECFirst Trust NASDAQ-100-Technology Sector Index Fund0.55%
HQIFXTHE HARTFORD EQUITY INCOME FUND0.64%
FIFRXFranklin Growth Fund0.46%
FFDKXFidelity Fund0.42%
FGLGXFidelity Series Large Cap Stock Fund0.00%
ACCLXMid Cap Value Fund0.62%
PNOBXPutnam Sustainable Leaders Fund0.88%
FVDFXFidelity Value Discovery Fund0.77%
FNKLXFidelity Series Value Discovery Fund0.00%
MIGNXMFS Massachusetts Investors Growth Stock Fund0.37%
FDGFXFidelity Dividend Growth Fund1.16%
POGRXPRIMECAP Odyssey Growth Fund0.66%
ARKKARK Innovation ETF0.75%
CBVBXClearBridge Value Fund0.70%
TRSSXT. Rowe Price Institutional Small-Cap Stock Fund$1M min0.66%
APDMXArtisan Mid Cap Fund1.05%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
FADTXFidelity Advisor Technology Fund0.55%
CGLGXAmerican Funds Growth and Income Portfolio0.92%
TRTZXT. Rowe Price Mid-Cap Value Fund, Inc.0.05%
FETKXFidelity Equity Dividend Income Fund0.46%
AALRXAmerican Beacon Large Cap Value Fund0.62%
TRZQXT. Rowe Price Equity Income Fund0.53%
IOOiShares Global 100 ETF0.40%
DDFIXInvesco Diversified Dividend Fund1.07%
IXNiShares Global Tech ETF0.39%
FBIOXSelect Biotechnology Portfolio0.63%
PARWXParnassus Value Equity Fund0.88%
FCDAXFidelity Stock Selector Small Cap Fund0.85%
FZAFXFidelity Advisor Equity Growth Fund0.55%
FFNVXSelect Energy Portfolio0.94%
BGRUXBARON GROWTH FUND1.09%
JCVWXClassic Value Fund0.79%
FELAXFidelity Advisor Semiconductors Fund0.69%
FMIHXFMI Large Cap Fund0.84%
FHZTXFidelity Large Cap Stock Fund1.02%
QVG2QVIP Growth Portfolio0.66%
LAVVXLord Abbett Fundamental Equity Fund0.63%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
BLPAXAmerican Funds Moderate Growth and Income Portfolio0.93%
NBPBXNeuberger Berman Large Cap Value Fund0.03%
IFPUXIndependent Franchise Partners US Equity Fund0.66%
ALZFXALGER FOCUS EQUITY FUND0.63%
ICEQXMacquarie Core Equity Fund0.74%
FVWSXFidelity Series Opportunistic Insights Fund0.00%
VMSGXMid Cap Strategic Growth Fund0.74%
LVOOXLord Abbett Value Opportunities Fund0.84%
DGAGXBNY Mellon Appreciation Fund, Inc.0.88%
ACSCXSmall Cap Value Fund0.73%
TMSIXTHRIVENT MID CAP STOCK FUND0.74%
ACAYXALGER CAPITAL APPRECIATION INSTITUTIONAL FUND$1M min0.86%
JLVMXJPMorgan Large Cap Value Fund0.93%
ASPZXALGER SPECTRA FUND1.19%
AAOTXAmerican Funds 2065 Target Date Retirement Fund0.73%
LAFVXLORD ABBETT AFFILIATED FUND INC0.39%
SLADXSelected American Shares0.66%
ISTNXMacquarie Science and Technology Fund1.42%
FMSHXFranklin Mutual Shares Fund0.70%
JADIXFundamental Large Cap Value Trust0.72%

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