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Fidelity Select Energy Portfolio (FSENX)

97.94 +0.23 (+0.24%)
As of 8:10:15 AM EDT. Market Open.

Fund Summary

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. 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.

Fidelity Select Energy Portfolio

Boston MA 02109
82 Devonshire Street

Fund Overview

Category Equity Energy
Fund Family Fidelity Investments
Net Assets 4.06B
YTD Return 44.52%
Yield 1.48%
Morningstar Rating
Inception Date Jul 14, 1981

Fund Operations

Last Dividend 0.22
Last Cap Gain 31.00
Holdings Turnover 14.00%
Average for Category --

Fees & Expenses

Expense FSENX Category Average
Annual Report Expense Ratio (net)
0.65% 1.07%
Prospectus Net Expense Ratio
0.65% --
Prospectus Gross Expense Ratio
0.65% --
Max 12b1 Fee
-- --
Max Front End Sales Load
-- 4.50%
Max Deferred Sales Load
-- 1.50%
3 Yr Expense Projection
0 --
5 Yr Expense Projection
0 --
10 Yr Expense Projection
0 --

Management Information

Kristen Dougherty is Portfolio Manager of Fidelity Advisor® Energy Fund, which she has managed since 2024. She also manages other funds. Since joining Fidelity Investments in 2012, Ms. Dougherty has worked as a research analyst and portfolio manager.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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