The Fidelity Select Electronics Portfolio (FSELX) is a low-cost, actively managed fund focused on the technology sector. FSELX focuses its holdings and assets on those stocks that manufacture or distribute electronic devices. These include semiconductors, printed circuit boards, equipment vendors and computer manufacturers. The fund is actively managed and analyzes various growth metrics. FSELX can also invest in international stocks.
With such a narrow mandate, FSELX is best suited as a tactical position within a broader equity portfolio. The fund is internally managed by Fidelity.
| Period | FSELX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| YTD | 11.4% | -19.3% | 36.3% | 85.98% | 5 |
| 1 Yr | 41.1% | -24.4% | 45.0% | 7.32% | 1 |
| 3 Yr | 18.8% * | -23.7% | 19.9% | 4.61% | 1 |
| 5 Yr | 23.1% * | 6.4% | 23.1% | 0.67% | 1 |
| 10 Yr | 10.6% * | 3.7% | 13.8% | 32.21% | 2 |
* Annualized
| Period | FSELX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| 2016 | 26.4% | -18.0% | 32.1% | 3.16% | 1 |
| 2015 | -10.8% | -17.6% | 11.6% | 90.45% | 5 |
| 2014 | 34.3% | -15.4% | 36.9% | 3.90% | 1 |
| 2013 | 38.3% | 0.0% | 51.0% | 19.86% | 1 |
| 2012 | 3.3% | -15.4% | 25.6% | 79.41% | 4 |
| Period | FSELX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| YTD | 11.4% | -19.3% | 36.3% | 85.98% | 5 |
| 1 Yr | 41.1% | -24.4% | 72.6% | 5.49% | 1 |
| 3 Yr | 18.8% * | -23.7% | 19.9% | 4.61% | 1 |
| 5 Yr | 23.1% * | 6.1% | 23.1% | 0.67% | 1 |
| 10 Yr | 10.6% * | 3.7% | 13.8% | 27.52% | 2 |
* Annualized
| Period | FSELX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| 2016 | 30.8% | -18.0% | 32.1% | 3.16% | 1 |
| 2015 | 3.3% | -14.4% | 124.7% | 70.06% | 4 |
| 2014 | 52.0% | -17.6% | 75.3% | 1.30% | 1 |
| 2013 | 62.3% | 0.0% | 105.8% | 17.02% | 1 |
| 2012 | 5.9% | -20.6% | 109.2% | 88.24% | 5 |
| FSELX | Category Low | Category High | FSELX % Rank | Quintile | |
|---|---|---|---|---|---|
| Net Assets | 3.05 B | 250 K | 14 B | 5.45% | 1 |
| Number of Holdings | 51 | 23 | 365 | 20.61% | 4 |
| Net Assets in Top 10 | 2.34 B | 373 K | 7.66 B | 3.03% | 1 |
| Weighting of Top 10 | 72.8% | 17.9% | 76.2% | 1.82% | 1 |
| Weighting | Category Low | Category High | FSELX % Rank | Quintile | |
|---|---|---|---|---|---|
| Stocks | 96.99% | 58.64% | 100.02% | 16.97% | 3 |
| Cash | 3.01% | -0.02% | 41.36% | 16.97% | 3 |
| Preferred Stocks | 0.00% | 0.00% | 1.79% | 2.42% | 4 |
| Other | 0.00% | -3.17% | 3.90% | 13.94% | 4 |
| Convertible Bonds | 0.00% | 0.00% | 0.00% | 0.61% | 4 |
| Bonds | 0.00% | 0.00% | 0.68% | 3.03% | 4 |
| Weighting | Category Low | Category High | FSELX % Rank | Quintile | |
|---|---|---|---|---|---|
| Technology | 95.92% | 5.07% | 98.29% | 2.42% | 1 |
| Communication Services | 0.60% | 0.00% | 92.28% | 16.97% | 3 |
| Industrials | 0.38% | 0.00% | 31.95% | 30.30% | 5 |
| Consumer Cyclical | 0.10% | 0.00% | 34.01% | 32.73% | 5 |
| Utilities | 0.00% | 0.00% | 1.11% | 1.82% | 4 |
| Real Estate | 0.00% | 0.00% | 4.65% | 12.12% | 4 |
| Healthcare | 0.00% | 0.00% | 38.07% | 15.15% | 4 |
| Financial Services | 0.00% | 0.00% | 40.22% | 32.12% | 5 |
| Energy | 0.00% | 0.00% | 1.88% | 1.21% | 4 |
| Consumer Defense | 0.00% | 0.00% | 9.07% | 6.06% | 4 |
| Basic Materials | 0.00% | 0.00% | 1.57% | 6.06% | 4 |
| Weighting | Category Low | Category High | FSELX % Rank | Quintile | |
|---|---|---|---|---|---|
| US | 80.41% | 0.00% | 97.30% | 26.06% | 4 |
| Non US | 16.58% | 0.00% | 99.63% | 11.52% | 2 |
| FSELX Fees (% of AUM) | Category Low | Category High | Rank in Category (%) | Quintile | |
|---|---|---|---|---|---|
| Expense Ratio | 0.77% | 0.10% | 48.18% | 64.24% | 1 |
| Management Fee | 0.55% | 0.09% | 1.50% | 14.55% | 1 |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A | N/A |
| Administrative Fee | N/A | 0.00% | 0.50% | N/A | N/A |
| FSELX Fees (% of AUM) | Category Low | Category High | FSELX Rank | Quintile | |
|---|---|---|---|---|---|
| Front Load | N/A | 3.50% | 5.75% | N/A | N/A |
| Deferred Load | N/A | 1.00% | 5.00% | N/A | N/A |
| FSELX Fees (% of AUM) | Category Low | Category High | FSELX Rank | Quintile | |
|---|---|---|---|---|---|
| Max Redemption Fee | 0.75% | 0.75% | 2.00% | 4.65% | 1 |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| FSELX Fees (% of AUM) | Category Low | Category High | FSELX Rank | Quintile | |
|---|---|---|---|---|---|
| Turnover | 110.00% | 5.00% | 643.00% | 9.09% | 4 |
| FSELX | Category Low | Category High | FSELX % Rank | Quintile | |
|---|---|---|---|---|---|
| Dividend Yield | 0.1% | 0.00% | 2.54% | 37.50% | 3 |
| FSELX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Semi-Annually | Annually | Monthly | Annually |
| Date | Amount |
|---|---|
| Apr 14, 2014 | $0.054 |
| Dec 09, 2013 | $0.320 |
| Apr 15, 2013 | $0.002 |
| Dec 28, 2012 | $0.003 |
| Dec 10, 2012 | $0.145 |
| Dec 05, 2011 | $0.045 |
| Apr 07, 2011 | $0.010 |
| Dec 31, 2010 | $0.010 |
| Dec 06, 2010 | $0.035 |
| Apr 12, 2010 | $0.065 |
| Dec 04, 2009 | $0.270 |
| Apr 20, 2009 | $0.075 |
| Dec 08, 2008 | $0.190 |
| Dec 07, 2007 | $0.270 |
| Apr 16, 2007 | $0.015 |
| Dec 04, 2006 | $0.300 |
| Dec 01, 2006 | $0.030 |
| Sep 25, 2006 | $0.000 |
| Apr 07, 2000 | $6.530 |
| Dec 10, 1999 | $6.620 |
| Dec 12, 1997 | $6.950 |
| Apr 04, 1997 | $3.250 |
| Dec 15, 1995 | $5.250 |
| Jan 01, 1900 | $2.680 |
| Jan 01, 1900 | $0.070 |
| Jan 01, 1900 | $0.010 |
| Jan 01, 1900 | $0.010 |
| FSELX | Category Low | Category High | FSELX % Rank | Quintile | |
|---|---|---|---|---|---|
| Net Income Ratio | 1.19% | -3.60% | 1.62% | 3.03% | 1 |
| FSELX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Semi-Annually | Annually |
Manager
Start Date
Jan 01, 2009Tenure
8.5
Tenure Rank
10.5%
Stephen Barwikowski is a portfolio manager with Fidelity. Since joining Fidelity Investments in 1999, Mr. Barwikowski has worked as both a research associate and research analyst in FMRCo's High Income division.
Category Low
0.3
Category High
27.5
Category Average
7.62
Category Mode
2.5
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