Address And Details

82 Devonshire St , Boston, MA 02109
Fund Manager Asher Anolic
Manager Tenure 3 Months

Strategy And Objective

Fidelity Select Environment & Alternative Energy Portfolio is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund invests in companies 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.

Net Asset Value

as of 5:21 PM ET 10/22/2021

Performance

  • 1 Week
  • +3.34%
  • 1 Month
  • +4.72%
  • 3 Months
  • +8.36%
  • 1 Yr Return
  • +44.89%
  • 5 Yr Return
  • +75.88%

Equity Sector Breakdown

IndustrialCyclical 46.72%
RetailTrade 15.18%
ConsumerDurables 14.30%
Technology 9.18%
NonDurables 2.05%
Services 1.55%
Utilities 1.47%
Finance 1.43%
Health 0.99%
Energy n/a

Asset Allocation

Asset Type % Of Allocation
Stocks 98.49%
ForeignStocks 8.81%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
Other 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 674.49 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -2.57 -3.68 -4.07
Beta 1.20 1.19 1.14
R Squared 0.91 0.87 0.84
Std Deviation 23.70 19.36 16.58
Sharpe Ratio 0.73 0.83 n/a

Purchase Information

as of 5:12 PM ET 10/21/2021
Minimum Initial $0
Minimum Additional $0
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 09/30/2021 Average Annual Current Performance Quarterly As Of 09/30/2021 Avg Annual Current Performance Monthly As Of 09/30/2021 Avg Annual Current Performance Quarterly As Of 09/30/2021
1 Year
  • +40.89%
  • +40.89%
+40.89% +40.89%
3 Year
  • +15.39%
  • +15.39%
+15.39% +15.39%
10 Year
  • +13.90%
  • +13.90%
+13.90% +13.90%
Life Of Fund
  • +5.80%
  • +5.80%
+5.80% +5.80%

Top 10 Holdings

Symbol Company Name % Of Assets
HON HONEYWELL INTL INC 7.69%
DHR DANAHER CORP 5.13%
ETN EATON CORP PLC 4.43%
MMM 3M CO 4.33%
TT TRANE TECHNOLOGIES PLC 4.01%
TEL TE CONNECTIVITY LTD 3.75%
CMI CUMMINS INC 3.44%
EME EMCOR GROUP 3.39%
DOV DOVER CORP 2.93%
LIN LINDE PLC 2.91%

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