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Fidelity Select Environmental And Alternative Energy Ptf: (MF: FSLEX)
(NASDAQ Mutual Funds) As of Apr 23, 2024 08:00 PM ET
$33.75 USD
+0.55 (1.66%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.55 | 18 |
| 3 months | 7.55 | 18 |
| 6 months | 20.92 | 22 |
| 1 Year | 23.91 | 7 |
| 3 Year | 6.34 | 38 |
| 5 Year | 11.72 | 22 |
| 10 Year | 9.55 | 15 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 21.21 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2024 | 534.89 |
| % Turnover 3/31/2024 | 34.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.17 | 1.19 | 1.17 |
| Alpha | -5.30 | -4.48 | -4.35 |
| R Squared | 0.85 | 0.88 | 0.85 |
| Std. Dev. | 22.14 | 23.36 | 19.23 |
| Sharpe | 0.27 | 0.53 | 2.00 |
Sector / Country Weightings
| As of 3/31/2024 | % of Portfolio |
|---|---|
| Industrial Cyclical | 37.40 |
| Technology | 28.47 |
| Retail Trade | 10.46 |
| Utilities | 6.98 |
| Other | 5.81 |
| Consumer Durables | 5.16 |
| Finance | 4.22 |
| Energy | 1.50 |
Portfolio Holdings
| Top Equity Holdings (As of 11/30/2023) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| MICROSOFT CORP | 14.57 | 71.80 |
| LINDE PLC | 8.54 | 42.11 |
| TESLA INC | 6.28 | 30.98 |
| INTL BUSINESS MACHINES CO | 5.99 | 29.52 |
| DANAHER CORP | 5.88 | 28.99 |
| UNION PACIFIC CORP | 4.69 | 23.14 |
| EATON CORP PLC | 4.65 | 22.94 |
| PROLOGIS INC | 4.22 | 20.78 |
| TRANE TECHNOLOGIES PLC | 3.02 | 14.89 |
Stock Holding % of Net Assets
| As Of | 11/30/2023 |
| Total Issues | 51 |
| Avg. P/E | 25.04 |
| Avg. P/Book | 3.69 |
| Avg. EPS Growth | 13.68 |
| Avg. Market Value (Mil $) | 542,202 |
Allocation
| % of Portfolio | |
| Large Growth | 16.34 |
| Large Value | 24.87 |
| Small Growth | 14.31 |
| Small Value | 0.00 |
| Foreign Stock | 8.68 |
| Emerging Market | 9.74 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 8.47 |
| High Yield Bond | 0.00 |