Morningstar

Fidelity Natural Resources Fund FNARX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $73.36  /  +0.20 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.690%
  • Net Expense Ratio 0.690%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Equity Energy
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.67%
  • Turnover Ratio 81%
NAV and 1-Day Return as of

Morningstar’s Analysis FNARX

Will FNARX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Natural Resources Fund holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 62.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

18.65 190M
Energy

ConocoPhillips

6.31 64M
Energy

Valero Energy Corp

6.07 62M
Energy

Shell PLC ADR (Representing - Ordinary Shares)

5.99 61M
Energy

Suncor Energy Inc

5.06 51M
Energy

Imperial Oil Ltd

4.99 51M
Energy

Athabasca Oil Corp

4.37 44M
Energy

Phillips 66

4.33 44M
Energy

Freeport-McMoRan Inc

3.65 37M
Basic Materials

Newmont Corp

3.41 35M
Basic Materials

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