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The Fidelity Select Chemicals Portfolio (FSCHX) is an actively managed portfolio focusing on the chemicals industry of the basic materials sector. FSCHX focuses its attention on firms that produce a variety of paints, pigments, commodity chemicals, plastics, fertilizers and other materials. The fund’s managers use fundamental analysis when selecting stocks for its portfolio. FSCHX can own both domestic and international stocks.
Given its focus on a higher-risk segment of the equity markets, FSCHX is best suited as a small satellite position in a broad portfolio. The fund is internally managed by Fidelity.
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| Period | FSCHX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 11.1% | 3.1% | 21.7% | 87.69% |
| 1 Yr | -13.8% | -38.1% | 8.9% | 74.60% |
| 3 Yr | -0.8%* | -4.0% | 13.4% | 91.23% |
| 5 Yr | -1.3%* | -14.0% | 6.7% | 15.69% |
| 10 Yr | 9.4%* | -2.8% | 9.8% | 4.76% |
* Annualized
| Period | FSCHX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -31.5% | -46.3% | 8.2% | 93.65% |
| 2017 | 21.0% | -2.3% | 22.9% | 11.48% |
| 2016 | 12.7% | 10.8% | 43.7% | 96.36% |
| 2015 | -10.9% | -34.4% | -10.9% | 1.82% |
| 2014 | 0.6% | -29.4% | 55.4% | 5.88% |
| Period | FSCHX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 11.1% | 3.1% | 21.7% | 87.69% |
| 1 Yr | -13.8% | -38.1% | 8.9% | 74.60% |
| 3 Yr | 5.9%* | -4.0% | 17.7% | 28.07% |
| 5 Yr | 4.2%* | -14.0% | 7.0% | 7.84% |
| 10 Yr | 14.4%* | -2.8% | 14.4% | 2.38% |
* Annualized
| Period | FSCHX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -27.0% | -46.3% | 8.2% | 68.25% |
| 2017 | 31.7% | -2.3% | 31.7% | 1.64% |
| 2016 | 18.0% | 10.8% | 44.2% | 96.36% |
| 2015 | -5.1% | -34.0% | -5.1% | 1.82% |
| 2014 | 4.6% | -28.7% | 55.4% | 3.92% |
| FSCHX | Category Low | Category High | FSCHX % Rank | |
|---|---|---|---|---|
| Net Assets | 1.11 B | 1.75 M | 3.63 B | 12.31% |
| Number of Holdings | 31 | 12 | 256 | 90.77% |
| Net Assets in Top 10 | 851 M | 663 K | 1.33 B | 4.62% |
| Weighting of Top 10 | 73.93% | 17.4% | 78.7% | 7.69% |
| Weighting | Return Low | Return High | FSCHX % Rank | |
|---|---|---|---|---|
| Stocks | 99.61% | -0.27% | 99.94% | 4.62% |
| Cash | 0.39% | 0.05% | 72.39% | 96.92% |
| Preferred Stocks | 0.00% | 0.00% | 3.83% | 93.85% |
| Other | 0.00% | -3.34% | 3.60% | 87.69% |
| Convertible Bonds | 0.00% | 0.00% | 0.93% | 93.85% |
| Bonds | 0.00% | 0.00% | 95.64% | 93.85% |
| Weighting | Return Low | Return High | FSCHX % Rank | |
|---|---|---|---|---|
| Basic Materials | 98.23% | 4.10% | 98.23% | 1.59% |
| Energy | 0.60% | 0.42% | 80.26% | 98.41% |
| Consumer Cyclical | 0.52% | 0.00% | 25.25% | 58.73% |
| Consumer Defense | 0.26% | 0.00% | 8.65% | 28.57% |
| Utilities | 0.00% | 0.00% | 10.11% | 93.65% |
| Technology | 0.00% | 0.00% | 12.65% | 93.65% |
| Real Estate | 0.00% | 0.00% | 35.00% | 93.65% |
| Industrials | 0.00% | 0.00% | 25.97% | 100.00% |
| Healthcare | 0.00% | 0.00% | 12.50% | 95.24% |
| Financial Services | 0.00% | 0.00% | 4.27% | 93.65% |
| Communication Services | 0.00% | 0.00% | 0.82% | 93.65% |
| Weighting | Return Low | Return High | FSCHX % Rank | |
|---|---|---|---|---|
| US | 86.05% | -0.27% | 89.17% | 9.23% |
| Non US | 13.56% | 0.00% | 84.71% | 86.15% |
| FSCHX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.77% | 0.10% | 11.95% | 96.83% |
| Management Fee | 0.54% | 0.08% | 1.75% | 16.92% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.45% | N/A |
| FSCHX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 0.30% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 5.00% | N/A |
| FSCHX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | 0.75% | 0.05% | 2.00% | 76.47% |
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.
| FSCHX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 62.00% | 0.00% | 361.00% | 74.60% |
| FSCHX | Category Low | Category High | FSCHX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 0.05% | 100.00% |
| FSCHX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Semi-Annually | Annually | Quarterly | Annually |
| Date | Amount |
|---|---|
| Apr 13, 2017 | $0.008 |
| Apr 16, 2012 | $0.008 |
| Dec 12, 2011 | $0.060 |
| Apr 18, 2011 | $0.002 |
| Dec 13, 2010 | $0.052 |
| Apr 12, 2010 | $0.005 |
| Dec 14, 2009 | $0.097 |
| Apr 20, 2009 | $0.011 |
| Dec 15, 2008 | $0.061 |
| Apr 14, 2008 | $0.007 |
| Dec 17, 2007 | $0.044 |
| Apr 16, 2007 | $0.005 |
| Dec 18, 2006 | $0.060 |
| Apr 17, 2006 | $0.027 |
| Dec 19, 2005 | $0.042 |
| Apr 18, 2005 | $0.010 |
| Dec 20, 2004 | $0.015 |
| Apr 05, 2004 | $0.003 |
| Dec 22, 2003 | $0.034 |
| Apr 07, 2003 | $0.003 |
| Dec 23, 2002 | $0.039 |
| Apr 08, 2002 | $0.014 |
| Dec 24, 2001 | $0.026 |
| Apr 09, 2001 | $0.006 |
| Dec 26, 2000 | $0.023 |
| Apr 10, 2000 | $0.003 |
| Dec 20, 1999 | $0.009 |
| Dec 21, 1998 | $0.005 |
| Apr 07, 1997 | $0.001 |
| Dec 09, 1996 | $0.012 |
| Jun 14, 1991 | $0.013 |
| FSCHX | Category Low | Category High | FSCHX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 1.12% | -1.85% | 2.48% | 34.92% |
| FSCHX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Semi-Annually | Annually |
Tenure Analysis
Category Low
0.37
Category High
21.01
Category Average
7.7
Category Mode
6.0
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
