Morningstar

Fidelity Select Energy Portfolio FSENX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $96.87  /  +2.39 %
  • Fund Size $4.1B
  • Adjusted Expense Ratio 0.650%
  • Net Expense Ratio 0.640%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Equity Energy
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.48%
  • Turnover Ratio 14%
NAV and 1-Day Return as of

Morningstar’s Analysis FSENX

Will FSENX 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 FSENX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSENX 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 FSENX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Its recent manager transition was significant as well as smooth.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Reduced conviction in Fidelity Select Energy Portfolio’s recently modified portfolio-management team drives its People Pillar rating down to Average from Above Average, while its Process Pillar rating remains at Average.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings FSENX

More FSENX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

23.28 981M
Energy

Chevron Corp

11.18 471M
Energy

Marathon Petroleum Corp

6.75 285M
Energy

Valero Energy Corp

5.15 217M
Energy

Cenovus Energy Inc

4.63 195M
Energy

TechnipFMC PLC

4.26 180M
Energy

Cheniere Energy Inc

3.96 167M
Energy

SLB Ltd

3.78 159M
Energy

Energy Transfer LP

3.64 154M
Energy

Baker Hughes Co Class A

3.45 145M
Energy

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