• Fidelity Select Materials Portfolio

Fidelity Investments

  • US
  • Natural Resources/Materials

Fidelity Select Materials Portfolio

FSDPX

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 manufacture, mining, processing, or distribution of raw materials and intermediate goods.

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 free-cash-flow yields, expansion of More

Price

Last Close

$100.61 ( -0.31 )

52 Week HL

$112.28 - $92.94

Net Assets

$705.83 M

Expense Ratio

0.80 %

Sector Allocation

Jun 30, 2021

Top 10 Holdings

Jun 30, 2021

Company Name

  • Linde Plc
  • FREEPORT MCMORAN
  • Sherwin Williams
  • AIR PRODUCTS
  • NEWMONT CORP

Holding

Company Name

  • ECOLAB INC
  • TRONOX HOLDINGS
  • OLIN CORP
  • INTERNATIONAL FLAVORS
  • MARTIN MARIETTA
  • Total

Holding

  • 0%

Manager

Name

Jody Simes

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Summary

Annual Reports

Website

Link

Performance

YTD

-9.3 %

3 Year

42.07%

5 Year

33.87%

Best

78.68%
2009

Worst

-47.55%
2008

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 2.5% 10.3% -26.3% 10.9% -5.9% 7.7% -0.2% 0.7% 2.9% 5.8% -
Q2 -11.5% 6.2% 24.3% -0.3% -1.2% 2.2% 2.2% 0.3% 3.9% -1.6% -
Q3 - 3.5% 10.9% -4.4% -3.8% 7.3% 5.3% -15.5% -3.7% 8.1% -
Q4 - 12.3% 19.1% 3.2% -17.3% 5.7% 4.4% 7% -2.5% 8.5% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -6.6% -1.8% 11.7% -8.6% -3.2% - - - - - - -
2021 -2.1% 6.9% 5.4% 7.1% 4.6% -5.2% 1.2% 2% 0.3% 3% 0.2% 3.5%

+
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
FSDPX -9%30%21%11%-28%26%12%-9%0%22%20%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -9%1%5%-18%-21%7%4%-8%-13%-7%20%

FSDPX S&P 500

Chart +