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Fidelity Select Biotechnology Portfolio (FBIOX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Select Biotechnology Portfolio (FBIOX) Fund

    Last Trade: $227.22 on 10/24/2014, Change: +3.81 (1.71%)

 

Graph of Fidelity Select Biotechnology Portfolio Fund (FBIOX) ManagerFund Manager - Rajiv Kaul

Fund Manager Information

Fund Manager Tenure: 9.0 years
Fund Family: Fidelity Investments
Fund Category: Health
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)
Kaul is a portfolio manager with Fidelity Investments. Since joining Fidelity Investments in 1996, he has worked as a research analyst and portfolio manager. Kaul also manages another Fidelity fund. He is the recipient of the Kann Rasmusson Environment Award, the Dean's Summer Research Award and a Ford Undergraduate Fellowship.  Get more insights on Rajiv Kaul

 

Graph of Fidelity Select Biotechnology Portfolio Fund (FBIOX) ProfileFidelity Select Biotechnology Portfolio Fund (FBIOX) Profile

Fund Profile and Description

Fidelity Select Biotechnology Portfolio Fund seeks capital appreciation. Fidelity Select Biotechnology Portfolio Fund normally invests at least 80% of assets in securities of companies principally engaged in the research, development, manufacture, and distribution of various biotechnological products, services, and processes and companies that benefit significantly from scientific and technological advances in biotechnology. These companies may include, companies involved in the research, development, or production of pharmaceuticals, including veterinary drugs. It may invest in securities of foreign issuers. Fidelity Select Biotechnology Portfolio Fund is non-diversified.

 

Fidelity Select Biotechnology Portfolio (FBIOX) Fund Strength What we like about Fidelity Select Biotechnology Portfolio (FBIOX) Fund

Data for Fidelity Select Biotechnology Portfolio Fund (FBIOX) as of Sep 29, 2014

  • Fidelity Select Biotechnology Portfolio Fund (FBIOX) management has been with Fidelity Select Biotechnology Portfolio Fund for 9.0 years
  • Fidelity Select Biotechnology Portfolio Fund (FBIOX) has good mid-term performance (3-year return 45.40% vs 29.55% Health category median performance)
  • Fidelity Select Biotechnology Portfolio Fund (FBIOX) has good Long-term performance (5-year return 28.41% vs 19.95% Health category median performance)
  • Fidelity Select Biotechnology Portfolio Fund (FBIOX) ratio of up-years vs down years is greater than 2
  • Fidelity Select Biotechnology Portfolio Fund (FBIOX) has a Morningstar rating of 4 and above
  • Fidelity Select Biotechnology Portfolio Fund (FBIOX) has an annual stock turnover rate of 35.00% vs Health average of 51.88%. It is good that Fidelity Select Biotechnology Portfolio management does not trade extensively for its return.
  • Fidelity Select Biotechnology Portfolio Fund (FBIOX) has a lower expense ratio than its Health average: 0.75% vs 1.39%
  • Fidelity Select Biotechnology Portfolio Fund (FBIOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Select Biotechnology Portfolio Fund (FBIOX) Weakness What we are cautious about Fidelity Select Biotechnology Portfolio (FBIOX) Fund

Data for Fidelity Select Biotechnology Portfolio Fund (FBIOX) as of Sep 29, 2014

  • Fidelity Select Biotechnology Portfolio Fund (FBIOX) has a less-than-ideal short-term performance (1-year return 23.38% vs 26.90% Health category median performance)
  • Fidelity Select Biotechnology Portfolio Fund (FBIOX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.33 that is higher than category average of 13.7
  • As a Health focused fund, Fidelity Select Biotechnology Portfolio Fund (FBIOX) is less diversified and has inherited sector risks associated with the fund
See Fidelity Select Biotechnology Portfolio Fund (FBIOX) performance details as of Sep 29, 2014

 

What do you think?

 

Compare Fidelity Select Biotechnology Portfolio Fund (FBIOX)Compare with other top Health category mutual funds

Aadditional top Health mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Select Biotechnology Portfolio18.8623.3845.4028.41
Franklin Biotechnology Discovery A (FBDIX)20.2224.6843.7326.84Compare
ICON Healthcare S (ICHCX)17.0832.2730.1619.90Compare
Janus Global Life Sciences T (JAGLX)21.9934.3137.2723.78Compare

See top fund managers for Health Category Funds

 

Compare Fidelity Select Biotechnology Portfolio Fund (FBIOX)Compare with Health category ETFs

Some Health ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P Health Care Equipment (XHE)-1.01%9.98%18.28%
First Trust NYSE Arca Biotech Index (FBT)32.67%41.64%40.54%
SPDR S&P Pharmaceuticals (XPH)21.10%40.68%34.50%
PowerShares Dynamic Pharmaceuticals (PJP)19.45%38.95%38.59%
Pharmaceutical HOLDRs (PPH)21.01%35.36%NaN

 

Graph of Fidelity Select Biotechnology Portfolio Fund (FBIOX) Net Asset TrackingFidelity Select Biotechnology Portfolio (FBIOX) Fund Net Asset

Track net asset change of Fidelity Select Biotechnology Portfolio fund (FBIOX)

DateNet Asset
09/2014$9.17B
08/2014$9.22B
07/2014$8.22B
More historic net asset information on Fidelity Select Biotechnology Portfolio Fund (FBIOX)

  

Graph of Fidelity Select Biotechnology Portfolio Fund (FBIOX) Portfolio TrackingFidelity Select Biotechnology Portfolio (FBIOX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Select Biotechnology Portfolio fund (FBIOX)

DateCashStockBondOther
08/20140.77%98.31%0%0%
07/20140.1%99.37%0%0%
06/20140.17%99.41%0%0%
Click here to see more historic asset allocation information on Fidelity Select Biotechnology Portfolio Fund (FBIOX)

 

graph of Fidelity Select Biotechnology Portfolio Fund (FBIOX) Top 10 Position TrackingTop 10 Holdings in Fidelity Select Biotechnology Portfolio (FBIOX) Fund

Discover what Fidelity Select Biotechnology Portfolio Fund (FBIOX) manager is buying

Aug 30, 2014
Gilead Sciences, Inc. [13.2%]
Vertex Pharmaceuticals Incorpor [5.39%]
Celgene Corporation [4.68%]
Regeneron Pharmaceuticals, Inc. [3.97%]
Alexion Pharmaceuticals, Inc. [3.8%]
Intercept Pharmaceuticals, Inc. [3.64%]
Puma Biotechnology Inc Common S [3.39%]
Medivation, Inc. [2.4%]
Biogen Idec Inc. [1.82%]
BioMarin Pharmaceutical Inc. [1.79%]

Jul 30, 2014
Gilead Sciences, Inc. [14.26%]
Vertex Pharmaceuticals Incorpor [5.77%]
Celgene Corporation [3.68%]
Intercept Pharmaceuticals, Inc. [3.29%]
Puma Biotechnology Inc Common S [3.16%]
Regeneron Pharmaceuticals, Inc. [2.96%]
Biogen Idec Inc. [2.89%]
InterMune, Inc. [2.82%]
Alexion Pharmaceuticals, Inc. [2.79%]
Medivation, Inc. [2.2%]

Jun 29, 2014
Gilead Sciences, Inc. [12.97%]
Biogen Idec Inc. [5.29%]
Vertex Pharmaceuticals Incorpor [5.01%]
Amgen Inc. [4.74%]
Intercept Pharmaceuticals, Inc. [3.18%]
InterMune, Inc. [2.7%]
Medivation, Inc. [2.17%]
Alexion Pharmaceuticals, Inc. [1.76%]
Celgene Corporation [1.73%]
BioMarin Pharmaceutical Inc. [1.67%]
Click here for Stock Holding Change Map in Fidelity Select Biotechnology Portfolio Fund (FBIOX)

  

Latest News on Fidelity Select Biotechnology Portfolio (FBIOX) Fund

See what is happening with Fidelity Select Biotechnology Portfolio Fund (FBIOX)

 

Fidelity Select Biotechnology Portfolio Fund (FBIOX) Related ResourcesSee more information on Fidelity Select Biotechnology Portfolio (FBIOX) Fund

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