Fidelity Select Energy
(FSENX)
57.13
-0.55
-0.95%
-0.55
-0.95%
MORE ON FSENX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 57.68 |
| Category | Equity Energy |
| Net Assets | 2.06 Bil |
| Yield | 0.96% |
| Morningstar Risk | Average |
| Morningstar Return | Average |
- Last NAV update 6/20/2013 1:06 AM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged 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. It invests in domestic and foreign issuers. The fund invests primarily in common stocks. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified. |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 47.09% | 18.99% | -4.85% | 4.64% | 12.67% |
| Value ($) | 14,709.30 | 17,502.58 | 16,653.94 | 17,426.42 | 19,633.80 |
- Year to date performance as of 6/19/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | John Dowd |
| Tenure (Years) | 7 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 200.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.81% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | -1.75% |
| 3 Months | 3.52% |
| 1 Year | 25.07% |
| 3 Years* | 12.16% |
| 5 Years* | -4.54% |
- * Annualized returns
- Performance as of 6/19/2013 12:00 AM ET
PEER COMPARISON
| FSENX | Equity Energy | |
|---|---|---|
| 5-Yr Return | -4.54% | -6.39% |
| Sharpe Ratio | 0.65 | 2.03 |
| Net Assets | 2.06 Bil | 253.04 Mil |
| Avg Market Cap | 30.98 Bil | 15.50 Bil |
| Avg P/E | 13.43 | 14.38 |
| Portfolio Turnover | 80 | 52 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 99.34% |
| Cash | 0.66% |
| Fixed Income | 0.00% |
| Other | 0.00% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Exxon Mobil Corporation | 9.51% |
| Chevron Corp | 8.93% |
| Occidental Petroleum Corporation | 6.20% |
| Halliburton Company | 5.53% |
| Hess Corp | 4.53% |
| National Oilwell Varco, Inc. | 3.91% |
| Anadarko Petroleum Corp | 3.77% |
| Schlumberger NV | 3.62% |
| EOG Resources | 3.45% |
| Murphy Oil Corporation | 3.27% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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