- Fidelity Select Chemicals Portfolio
Fidelity Investments
- US
- Natural Resources/Materials
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 the research, development, manufacture or marketing of products or services related to the chemical process industries.
The strategy seeks to outperform its benchmark index through active management.
Next, the research team focuses on companies exhibiting a positive change in business fundamentals not fully reflected in current market prices and yet to be recognized by investors
The team prefers companies that are reasonably valued with improving returns on capital, steady More
Price
Last Close
$16.71 ( +0.4 )
52 Week HL
$18.97 - $15.73
Net Assets
$852.43 M
Expense Ratio
0.78 %
Sector Allocation
Jun 30, 2021Top 10 Holdings
Jun 30, 2021Company Name
- Linde Plc
- Sherwin Williams
- AIR PRODUCTS
- OLIN CORP
- CORTEVA INC
Holding
Company Name
- DUPONT DE
- DUPONT DE
- CHEMOURS CO/
- INTERNATIONAL FLAVORS
- TRONOX HOLDINGS
- Total
Holding
- 0%
Manager
Name
David S Wagner
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-10.9 %
3 Year
35.85%
5 Year
24.49%
Best
65.33%
2009
Worst
-43.33%
2008
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -4% | 10.7% | -29.1% | 9.2% | -6.4% | 12.1% | 1.7% | 0.4% | 2.6% | 5.1% | - |
| Q2 | -5.6% | 5.8% | 25.9% | -3.8% | 5.2% | 0.2% | 4.3% | 0.8% | 4.5% | 2.2% | - |
| Q3 | - | 2.1% | 10.9% | -7% | -2.2% | 10.6% | 3.5% | -16.9% | 1.5% | 9.7% | - |
| Q4 | - | 12.3% | 17.5% | 1.8% | -17.7% | 4.5% | 7.5% | 12.8% | -3.9% | 10.5% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -3% | -3.9% | 3% | -7.7% | 0.5% | - | - | - | - | - | - | - |
| 2021 | -2.2% | 4.3% | 8.6% | 5.4% | 5.4% | -4.8% | 0.3% | 1.5% | 0.3% | 2.6% | -0.5% | 6.8% |
+
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FSCHX | -11% | 30% | 16% | 1% | -22% | 32% | 18% | -5% | 5% | - | 30% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -11% | 2% | 1% | -27% | -16% | 13% | 10% | -5% | -9% | - | 30% |