• Fidelity Select Construction and Housing Portfolio

Fidelity Investments

  • US
  • Consumer Goods/Services

Fidelity Select Construction and Housing Portfolio

FSHOX

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, 2021

Top 10 Holdings

Jun 30, 2021

Company 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

Documents

Prospectus

Summary

Annual Reports

Website

Link

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%

FSHOX S&P 500

Chart +