- Fidelity Select Construction and Housing Portfolio
Fidelity Investments
- US
- Consumer Goods/Services
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 design and construction of residential, commercial, industrial and public works facilities, as well as companies engaged in the manufacture, supply, distribution, or sale of construction and housing products or services.
The strategy seeks to outperform its benchmark index through active management.
Then the research team focuses on identifying companies that present anomalies between valuation and its expectations.
The team seeks to capitalize on behavioral biases within the market.
In More
Price
Last Close
$81.16 ( +0.55 )
52 Week HL
$110.3 - $77.88
Net Assets
$895.36 M
Expense Ratio
0.79 %
Sector Allocation
Jun 30, 2021Top 10 Holdings
Jun 30, 2021Company Name
- LOWES COS
- HOME DEPOT
- EQUITY RESIDENTIAL
- JOHNSON CONTROLS
- NVR INC
Holding
Company Name
- BUILDERS FIRSTSOURCE
- VULCAN MATERIALS
- EQUITY LIFESTYLE
- PULTEGROUP INC
- WELLTOWER INC
- Total
Holding
- 0%
Manager
Name
Neil Nabar
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-26 %
3 Year
40.75%
5 Year
39%
Best
46.34%
2021
Worst
-26.82%
2008
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -13.8% | 19.2% | -25.7% | 18.1% | -6.6% | 6.8% | 1.3% | 8.6% | 3.1% | 9.9% | - |
| Q2 | -9.5% | 3.8% | 25.3% | 2.5% | 6.1% | 3.1% | 1.5% | -4.1% | 0.9% | 3.1% | - |
| Q3 | - | 6.9% | 15.9% | 7.9% | 2.9% | 3.5% | -0.7% | -1.7% | 0.7% | 1.8% | - |
| Q4 | - | 15.6% | 8.9% | -1.8% | -14.9% | 10.3% | 2.9% | 4.5% | 11% | 6% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -10.7% | -5.5% | 2.3% | -7.2% | -7.8% | - | - | - | - | - | - | - |
| 2021 | 2.5% | 4% | 11.8% | 3.5% | 0.6% | -0.3% | 2.8% | 2.9% | 1.2% | 4.6% | 3.5% | 2.2% |
+
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FSHOX | -26% | 46% | 17% | 30% | -16% | 26% | 5% | 7% | 16% | 21% | 38% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -26% | 18% | 2% | 2% | -9% | 7% | -3% | 7% | 3% | -8% | 38% |