89.71 Up +0.66 +0.74%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 89.05
Category Equity Energy
Net Assets 1.21 Bil
Yield 0.20%
Morningstar Risk High
Morningstar Return Average
  • Last NAV update 9/16/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks capital appreciation. The fund invests at least 80% of assets in securities of companies principally engaged in the energy service field, including those that provide services and equipment to 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 $10,000
  2010 2011 2012 2013 2014
Return 27.92% -12.56% 2.57% 27.48% 9.44%
Value ($) 12,791.54 11,185.07 11,472.31 14,624.59 16,004.96
  • Year to date performance as of 9/16/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Ben Shuleva
Tenure (Years) 1
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 500.00
Front Load 0.00
Expense Ratio 0.80%
PERFORMANCE
Symbol Value ($)
1 Month -2.49%
3 Months -4.67%
1 Year 11.11%
3 Years* 9.93%
5 Years* 9.91%
  • * Annualized returns
  • Performance as of 9/16/2014 12:00 AM ET
PEER COMPARISON
  FSESX Equity Energy
5-Yr Return 9.91% 7.79%
Sharpe Ratio 0.50 2.04
Net Assets 1.21 Bil 272.15 Mil
Avg Market Cap 18.74 Bil 39.53 Bil
Avg P/E 15.54 16.85
Portfolio Turnover 34 79
HOLDINGS
Symbol Value ($)
Stocks 95.84%
Cash 4.16%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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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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