- Fidelity Select Energy Portfolio
Fidelity Investments
- US
- Natural Resources/Materials
Summary
The fund seeks capital appreciation by investing in companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
The investment team looks to invest in companies in the energy field, including the conventional areas of oil, gas, electricity and coal, and newer sources of energy such as nuclear, geothermal, oil shale and solar power.
The strategy seeks to outperform its benchmark index through active management.
Next, the research team relies on fundamental More
Price
Last Close
$49.81 ( -1.94 )
52 Week HL
$53.85 - $28.08
Net Assets
$1570 M
Expense Ratio
0.81 %
Sector Allocation
Jun 30, 2021Top 10 Holdings
Jun 30, 2021Company Name
- Exxon Mobil
- Chevron Corporation
- ROYAL DUTCH
- CHENIERE ENERGY
- Pioneer Natural
Holding
Company Name
- ConocoPhillips
- BP PLC
- CANADIAN NATL
- EOG RESOURCES
- DEVON ENERGY
- Total
Holding
- 0%
Manager
Name
Maurice FitzMaurice
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-
3 Year
46.63%
5 Year
31.07%
Best
51.91%
2005
Worst
-54.02%
2008
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 38.7% | 27.3% | -52.3% | 15.6% | -4.5% | -6.4% | 3.3% | 1.2% | 2.5% | 10.9% | - |
| Q2 | 2.5% | 12.2% | 29.4% | -4.4% | 15.2% | -11.6% | 12.7% | -2.3% | 12.7% | -0.6% | - |
| Q3 | - | -7.4% | -16.8% | -8.7% | 2.1% | 7.1% | 8.2% | -18.5% | -9.9% | 8.7% | - |
| Q4 | - | -1.5% | 26.8% | 4.9% | -31.2% | 9.5% | 6.3% | -1.4% | -16% | 3.3% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | 11.3% | 10.1% | 13.1% | -3.5% | 9.4% | - | - | - | - | - | - | - |
| 2021 | 4% | 20.8% | 1.3% | 0.1% | 6.8% | 4.8% | -8.8% | -0.4% | 1.9% | 20.5% | -4.6% | 1.1% |
+
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FSENX | - | - | -35% | 8% | -25% | -3% | 34% | -21% | -13% | 24% | 5% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | - | - | -50% | -21% | -19% | -21% | 26% | -20% | -26% | -5% | 5% |