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Morningstar

Fidelity Natural Resources Fund FNARX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 46.91  /  +0.45 %
  • Total Assets 657.2 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Equity Energy
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.26%
  • Turnover 50%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FNARX

Will FNARX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FNARX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FNARX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FNARX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Natural Resources Fund’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FNARX

More FNARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

22.51 154.3 Mil
Energy

Imperial Oil Ltd

8.07 55.3 Mil
Energy

Shell PLC ADR (Representing - Ordinary Shares)

7.51 51.5 Mil
Energy

MEG Energy Corp

5.97 41.0 Mil
Energy

Valero Energy Corp

4.98 34.1 Mil
Energy

Galp Energia SGPS SA

4.41 30.2 Mil
Energy

Phillips 66

3.96 27.2 Mil
Energy

Hess Corp

3.32 22.8 Mil
Energy

Weatherford International PLC Ordinary Shares - New

3.00 20.5 Mil
Energy

Athabasca Oil Corp

2.72 18.7 Mil
Energy