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Fidelity Select Energy Portfolio (FSENX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Select Energy Portfolio (FSENX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Fidelity Select Energy Portfolio Fund (FSENX) ManagerFund Manager - John Dowd

Fund Manager Information

Fund Manager Tenure: 11.3 years
Fund Family: Fidelity Investments
Fund Category: Equity Energy
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)
John Dowd is co-manager of the fund, which he has managed since November 2009, and is manager of Fidelity Energy Central Fund. He also manages other Fidelity funds. Since joining Fidelity Investments in 2005, Mr. Dowd has served as an equity research analyst and portfolio manager. Previously, he was a senior research analyst for Sanford C. Bernstein & Co. from 2000 to 2005.  Get more insights on John Dowd

 

Graph of Fidelity Select Energy Portfolio Fund (FSENX) ProfileFidelity Select Energy Portfolio Fund (FSENX) Profile

Fund Profile and Description

Fidelity Select Energy Portfolio Fund seeks capital appreciation. Fidelity Select Energy Portfolio 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 may invest in securities of foreign issuers. Fidelity Select Energy Portfolio Fund is non-diversified.

 

Fidelity Select Energy Portfolio (FSENX) Fund Strength What we like about Fidelity Select Energy Portfolio (FSENX) Fund

Data for Fidelity Select Energy Portfolio Fund (FSENX) as of May 30, 2016

  • Fidelity Select Energy Portfolio Fund (FSENX) management has been with Fidelity Select Energy Portfolio Fund for 11.3 years
  • Fidelity Select Energy Portfolio Fund (FSENX) has good short-term performance (1-year return -11.21% vs -17.59% Equity Energy category median performance)
  • Fidelity Select Energy Portfolio Fund (FSENX) has good mid-term performance (3-year return -3.82% vs -8.06% Equity Energy category median performance)
  • Fidelity Select Energy Portfolio Fund (FSENX) has good Long-term performance (5-year return -2.75% vs -6.65% Equity Energy category median performance)
  • Fidelity Select Energy Portfolio Fund (FSENX) ratio of up-years vs down years is greater than 2
  • Fidelity Select Energy Portfolio Fund (FSENX) has a Morningstar rating of 4 and above
  • Asset base in Fidelity Select Energy Portfolio Fund (FSENX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Select Energy Portfolio Fund (FSENX) has an annual stock turnover rate of 79.00% vs Equity Energy average of 84.48%. It is good that Fidelity Select Energy Portfolio management does not trade extensively for its return.
  • Fidelity Select Energy Portfolio Fund (FSENX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.2, lower than category average of 23.64
  • Fidelity Select Energy Portfolio Fund (FSENX) has a lower expense ratio than its Equity Energy average: 0.79% vs 1.47%
  • Fidelity Select Energy Portfolio Fund (FSENX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Select Energy Portfolio Fund (FSENX) Weakness What we are cautious about Fidelity Select Energy Portfolio (FSENX) Fund

Data for Fidelity Select Energy Portfolio Fund (FSENX) as of May 30, 2016

See Fidelity Select Energy Portfolio Fund (FSENX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Select Energy Portfolio Fund (FSENX)Compare with other top Equity Energy category mutual funds

Aadditional top Equity Energy mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Select Energy Portfolio15.21-11.21-3.82-2.75
Integrity Williston Bsn/Md-N Amer Stk A (ICPAX)11.37-19.02-4.63-2.39Compare
Vanguard Energy Adm (VGELX)17.07-9.68-4.51-3.47Compare
Ivy Energy I (IVEIX)14.10-15.56-3.58-3.02Compare

See top fund managers for Equity Energy Category Funds

 

Compare Fidelity Select Energy Portfolio Fund (FSENX)Compare with Equity Energy category ETFs

Some Equity Energy ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Energy ETF (VDE)000
Guggenheim S&P 500 Equal Wt Energy ETF (RYE)000
PowerShares Dynamic Engy Explr&Prdtn ETF (PXE)000
Energy Select Sector SPDR ETF (XLE)000
SPDR S&P International Energy Sect ETF (IPW)000

 

Graph of Fidelity Select Energy Portfolio Fund (FSENX) Net Asset TrackingFidelity Select Energy Portfolio (FSENX) Fund Net Asset

Track net asset change of Fidelity Select Energy Portfolio fund (FSENX)

DateNet Asset
05/2016$2.44B
03/2016$2.17B
02/2016$1.93B
More historic net asset information on Fidelity Select Energy Portfolio Fund (FSENX)

  

Graph of Fidelity Select Energy Portfolio Fund (FSENX) Portfolio TrackingFidelity Select Energy Portfolio (FSENX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Select Energy Portfolio fund (FSENX)

DateCashStockBondOther
04/20161.71%98.29%0%0%
02/20160.44%99.56%0%0%
01/20161.46%98.54%0%0%
Click here to see more historic asset allocation information on Fidelity Select Energy Portfolio Fund (FSENX)

 

graph of Fidelity Select Energy Portfolio Fund (FSENX) Top 10 Position TrackingTop 10 Holdings in Fidelity Select Energy Portfolio (FSENX) Fund

Discover what Fidelity Select Energy Portfolio Fund (FSENX) manager is buying

Apr 29, 2016
Schlumberger N.V. Common Stock [8.71%]
EOG Resources, Inc. Common Stoc [6.56%]
Noble Energy Inc. Common Stock [4.91%]
Anadarko Petroleum Corporation [4.46%]
Newfield Exploration Company Co [3.86%]
Hess Corporation Common Stock [3.67%]
Valero Energy Corporation Commo [3.41%]
Diamondback Energy, Inc. [3.32%]
Baker Hughes Incorporated Commo [3.27%]
Chevron Corporation Common Stoc [3.2%]

Feb 28, 2016
Schlumberger N.V. Common Stock [9.23%]
Exxon Mobil Corporation Common [7.99%]
EOG Resources, Inc. Common Stoc [6.68%]
Valero Energy Corporation Commo [5.66%]
Noble Energy Inc. Common Stock [4.12%]
Baker Hughes Incorporated Commo [3.86%]
Cimarex Energy Co Common Stock [3.83%]
Pioneer Natural Resources Compa [3.81%]
Diamondback Energy, Inc. [3.5%]
Hess Corporation Common Stock [3.46%]

Jan 30, 2016
Exxon Mobil Corporation Common [10.08%]
Schlumberger N.V. Common Stock [8.11%]
EOG Resources, Inc. Common Stoc [6.38%]
Valero Energy Corporation Commo [5.27%]
Cimarex Energy Co Common Stock [4.3%]
Pioneer Natural Resources Compa [3.83%]
Baker Hughes Incorporated Commo [3.77%]
Diamondback Energy, Inc. [3.57%]
Anadarko Petroleum Corporation [3.46%]
Newfield Exploration Company Co [3.42%]
Click here for Stock Holding Change Map in Fidelity Select Energy Portfolio Fund (FSENX)

  

Latest News on Fidelity Select Energy Portfolio (FSENX) Fund

See what is happening with Fidelity Select Energy Portfolio Fund (FSENX)

 

Fidelity Select Energy Portfolio Fund (FSENX) Related ResourcesSee more information on Fidelity Select Energy Portfolio (FSENX) Fund

Popular pages on Fidelity Select Energy Portfolio (FSENX) Fund

  

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