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Morningstar

Fidelity® Select Energy FSENX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 59.18  /  1.43 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Equity Energy
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.50%
  • Turnover 56%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FSENX

Will FSENX outperform in 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.

Reasons for some cautious optimism.

Analyst

Summary

| by Paul Ruppe

Fidelity Select Energy, which includes Fidelity Advisor Energy, has a respectable manager and a sensible approach, but it's tough to know how long the current setup will remain in place. It receives a Morningstar Analyst Rating of Neutral across all share classes.

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