FSCHX: Fidelity® Select Chemicals

Welcome to MutualFunds.com. Please help us personalize your experience.

Select the one that best describes you

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission, we hope you enjoy your experience

FSCHX Fidelity® Select Chemicals

  • Fund
  • FSCHX
  • Price as of: Dec 06, 2019
  • $12.45
    + $0.22 + 1.80%

Profile

FSCHX - Profile

Vitals

  • YTD Return 2.0%
  • 3 Yr Annualized Return -7.7%
  • 5 Yr Annualized Return -3.6%
  • Net Assets $864 M
  • Holdings in Top 10 71.9%

52 WEEK LOW AND HIGH

$12.45
$11.31
$14.00

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.77%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 62.00%

TRADING FEES

  • Max Redemption Fee 0.75%

Min Investment

  • Standard (Taxable) $0
  • IRA $2,500

Fund Classification


Distributions

  • YTD Total Return 2.0%
  • 3 Yr Annualized Total Return -1.5%
  • 5 Yr Annualized Total Return 1.8%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 1.50%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Semi-Annually

Fund Details

  • Legal Name
    Fidelity® Select Chemicals Portfolio
  • Fund Family Name
    Fidelity Investments
  • Inception Date
    Jul 29, 1985
  • Shares Outstanding
    N/A
  • Share Class
    No Load
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Richard Malnight

Fund Description

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.


Get Updates About FSCHX

Sign up for Advisor Access to receive email updates about FSCHX competitors, news, CE accredited webcasts and more.

Please Enter Your Email
Please Select Your Advisor Type

Categories

Performance

FSCHX - Performance

Return Ranking - Trailing

Period FSCHX Return Category Return Low Category Return High Rank in Category (%)
YTD 2.0% -10.0% 18.6% 70.59%
1 Yr -5.0% -21.2% 14.9% 71.43%
3 Yr -7.7%* -12.9% 4.9% 66.67%
5 Yr -3.6%* -8.3% 4.0% 30.77%
10 Yr 5.2%* -6.1% 7.1% 10.53%

* Annualized

Return Ranking - Calendar

Period FSCHX Return Category Return Low Category Return High Rank in Category (%)
2018 -31.5% -31.6% -10.2% 87.10%
2017 21.0% -2.3% 22.9% 24.14%
2016 12.7% 10.6% 43.7% 77.78%
2015 -10.9% -34.4% -10.9% 3.85%
2014 0.6% -29.4% 4.1% 9.09%

Total Return Ranking - Trailing

Period FSCHX Return Category Return Low Category Return High Rank in Category (%)
YTD 2.0% -10.0% 18.6% 70.59%
1 Yr -5.0% -21.2% 14.9% 71.43%
3 Yr -1.5%* -12.9% 8.7% 48.15%
5 Yr 1.8%* -8.3% 8.1% 30.77%
10 Yr 10.0%* -6.1% 10.0% 5.26%

* Annualized

Total Return Ranking - Calendar

Period FSCHX Return Category Return Low Category Return High Rank in Category (%)
2018 -27.0% -31.6% -6.7% 48.39%
2017 31.7% -2.3% 31.7% 3.45%
2016 18.0% 10.9% 44.2% 77.78%
2015 -5.1% -34.0% -5.1% 3.85%
2014 4.6% -28.7% 4.6% 4.55%

NAV & Total Return History


Holdings

FSCHX - Holdings

Concentration Analysis

FSCHX Category Low Category High FSCHX % Rank
Net Assets 864 M 1.35 M 3.4 B 11.43%
Number of Holdings 31 2 252 94.29%
Net Assets in Top 10 624 M 551 K 1.23 B 11.43%
Weighting of Top 10 71.90% 19.9% 99.1% 8.57%

Top 10 Holdings

  1. Linde PLC 20.40%
  2. DuPont de Nemours Inc 12.56%
  3. Air Products & Chemicals Inc 8.14%
  4. Ecolab Inc 5.73%
  5. Olin Corp 5.36%
  6. The Chemours Co 5.26%
  7. Sherwin-Williams Co 4.79%
  8. Corteva Inc 3.39%
  9. PPG Industries Inc 3.20%
  10. International Flavors & Fragrances Inc 3.07%

Asset Allocation

Weighting Return Low Return High FSCHX % Rank
Stocks
94.41% 86.03% 99.64% 88.57%
Cash
5.59% 0.19% 7.73% 5.71%
Preferred Stocks
0.00% 0.00% 5.55% 77.14%
Other
0.00% -4.36% 8.28% 71.43%
Convertible Bonds
0.00% 0.00% 0.00% 77.14%
Bonds
0.00% -2.06% 3.72% 80.00%

Stock Sector Breakdown

Weighting Return Low Return High FSCHX % Rank
Basic Materials
93.30% 4.78% 93.30% 2.86%
Consumer Cyclical
0.52% 0.00% 15.06% 71.43%
Industrials
0.49% 0.00% 21.16% 94.29%
Consumer Defense
0.10% 0.00% 7.35% 42.86%
Utilities
0.00% 0.00% 9.90% 91.43%
Technology
0.00% 0.00% 4.89% 82.86%
Real Estate
0.00% 0.00% 38.73% 85.71%
Healthcare
0.00% 0.00% 0.17% 77.14%
Financial Services
0.00% 0.00% 4.74% 82.86%
Energy
0.00% 0.00% 68.48% 100.00%
Communication Services
0.00% 0.00% 0.32% 80.00%

Stock Geographic Breakdown

Weighting Return Low Return High FSCHX % Rank
US
70.43% 15.08% 92.22% 45.71%
Non US
23.98% 5.81% 80.28% 57.14%

Expenses

FSCHX - Expenses

Operational Fees

FSCHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.77% 0.10% 4.14% 77.14%
Management Fee 0.54% 0.09% 1.25% 28.57%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 0.25% N/A

Sales Fees

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% 1.00% N/A

Trading Fees

FSCHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee 0.75% 0.05% 2.00% 82.35%

Related Fees

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% 4.00% 247.00% 57.14%

Distributions

FSCHX - Distributions

Dividend Yield Analysis

FSCHX Category Low Category High FSCHX % Rank
Dividend Yield 0.00% 0.00% 4.66% 94.29%

Dividend Distribution Analysis

FSCHX Category Low Category High Category Mod
Dividend Distribution Frequency Semi-Annually Annually Quarterly Semi-Annually

Net Income Ratio Analysis

FSCHX Category Low Category High FSCHX % Rank
Net Income Ratio 1.50% -1.85% 4.88% 31.43%

Capital Gain Distribution Analysis

FSCHX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Semi-Annually Annually Semi-Annually Annually

Dividend Payout History

View More +

Fund Manager Analysis

FSCHX - Fund Manager Analysis

Managers

Richard Malnight


Start Date

Tenure

Tenure Rank

Oct 28, 2016

3.09

3.1%

Since joining Fidelity Investments in 2007, Mr. Malnight has worked as a research analyst and portfolio manager. He is also a member of FMR’s Stock Selector Large Cap Group.

David Wagner


Start Date

Tenure

Tenure Rank

Aug 01, 2019

0.33

0.3%

David Wagner joined Fidelity Investments in 2014, Mr. Wagner has worked as an intern, research analyst, and portfolio manager.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.06 21.68 5.78 6.67