Mutual Funds - Profile

Fidelity Select Environment and Alternative Energy Portfolio

US > Industrial Goods/Services >

Rank

Universe Rank
15 1

Summary

The fund seeks capital appreciation by investing in companies in the United States.

The investment process is designed to highlight companies that are engaged in business activities related to alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies, or other environmental support services.

The strategy seeks to outperform its benchmark index through active management.

Next, the research team employs fundamental analysis to look for companies with excellent balance sheets at attractive valuations.

In addition, the team prefers companies that are trading at a discount to their estimated intrinsic value.

Also, More

Price

  • Last Close
  • $39.29
    +0.42
  • 52 Week HL
  • $39.43 - $27.91
  • Net Assets
  • $510.82 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
MICROSOFT CORP
Tesla Inc
HONEYWELL INTL
DANAHER CORP
CISCO SYSTEMS
Company Holding
3M CO
TEXAS INSTRUMENTS
EATON CORP
TRANE
NEXTERA ENERGY
Total 0%

Manager

  • Name
  • Kevin Walenta
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
29.5 % YTD

  • 3 Year
  • 66.25%
  • 5 Year
  • 87.39%
  • Best
  • 35%
    2013
  • Worst
  • -30.43%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FSLEX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 22%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 8.9% -26.2% 15.7% -1.7% 7.5% 3.9% 2% 2.8% 9.1% 9% -
Q2 4.4% 8.9% 0.5% -5.5% 5.7% 0.6% -0.1% 3.2% 4.1% -6.8% -
Q3 0.9% 12.7% -3.9% 6.7% 2.5% 9.2% -12.2% -7.3% 8.9% 3.5% -
Q4 16.2% 22% 8% -13% 6.5% 5.8% 6.7% 3.6% 9.3% 8.1% -

Returns +
M

J F M A M J J A S O N D
2021 0.1% 1.9% 6.8% 4.5% 1% -1.1% 3.5% 3.5% -5.8% 10.9% 1.7% -
2020 -3.3% -8.1% -17% 1.1% 6.1% 1.6% 5.7% 10.5% -3.5% -1.1% 17.1% 5.3%

Annual Return

Index Comparison

Alpha

NAV