• Fidelity Select Energy Portfolio

Fidelity Investments

  • US
  • Natural Resources/Materials

Fidelity Select Energy Portfolio

FSENX

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, 2021

Top 10 Holdings

Jun 30, 2021

Company 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

Documents

Prospectus

Summary

Annual Reports

Website

Link

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%

FSENX S&P 500

Chart +