- Fidelity Select IT Services Portfolio
Fidelity Investments
- US
- Science/Technology
Summary
The fund seeks capital appreciation by investing in companies in the United States.
The investment process is designed to highlight companies that are engaged in providing information technology services.
The strategy seeks to outperform its benchmark index through active management.
Next, the research team focuses on companies with consistent earnings growth and a competitive advantage due to factors such as high barriers to entry and pricing power.
In addition, the team looks for companies that can grow earnings at a faster rate than what is reflected in the stock price.
The team then narrows the More
Price
Last Close
$50.89 ( -0.27 )
52 Week HL
$104.4 - $50.89
Net Assets
$3610 M
Expense Ratio
0.73 %
Sector Allocation
Jun 30, 2021Top 10 Holdings
Jun 30, 2021Company Name
- MASTERCARD INC
- VISA INC
- PAYPAL HLDGS
- Square, Inc.
- INTUIT INC
Holding
Company Name
- TWILIO INC
- ACCENTURE PLC
- FISERV INC
- DXC TECHNOLOGY
- WNS HLDGS
- Total
Holding
- 0%
Manager
Name
Zachary Turner
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-37.2 %
3 Year
-30.52%
5 Year
19.6%
Best
59.05%
2009
Worst
-37.19%
2022
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -14.8% | -0.8% | -16.2% | 25.5% | 6.4% | 7.3% | 0.1% | 5.8% | -2.8% | 14.7% | - |
| Q2 | -29.2% | 6.5% | 24.6% | 4% | 7.7% | 6.1% | -2.2% | 4.4% | 0.9% | 4.7% | - |
| Q3 | - | -2.8% | 10.4% | -1.1% | 9.3% | 8.6% | 6.5% | -2.7% | -2.9% | 11.7% | - |
| Q4 | - | -13.5% | 8.1% | 5.5% | -17.1% | 8.3% | 0.8% | 5.2% | 12.3% | 13.9% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -10.6% | -5.5% | 0.8% | -18.3% | -10.9% | - | - | - | - | - | - | - |
| 2021 | -6.5% | 7.3% | -1.1% | 3.8% | -2.7% | 5.4% | 2.7% | -0.9% | -4.5% | -1.2% | -5.6% | -7.3% |
+
Annual
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FBSOX | -37% | - | 25% | 39% | - | 34% | 5% | - | 7% | 53% | 20% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -37% | - | 9% | 10% | - | 15% | -3% | - | -7% | 24% | 20% |