Fund of the Week: Fidelity® Select Energy Portfolio (FSENX)

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Fund of the Week: Fidelity® Select Energy Portfolio (FSENX)

Shauna O'Brien

|

Fidelity Investments logo
This week, oil prices soared ahead of supply data, indicating that U.S. oil supply may be near its peak. Due to the sharp move in energy prices, we have chosen the Fidelity Select Energy Portfolio (FSENX) as this week’s fund of the week.

Inside the Fund

The fund was launched in 1981 and is managed by John Dowd. Currently, it has about $2.2 billion in assets under management (AUM).

The fund is composed primarily of U.S.-based stocks in the energy sector.

Historical Performance

2010 2011 2012 2013 2014
18.99% -4.85% 4.64% 24.21% -12.64%
Largest Holdings
Symbol Stock Portfolio Weight YTD Performance
XOM Exxon 13.07% -7%
SLB Schlumberger 8.22% +1%
CVX Chevron 6.62% -3%
EOG EOG Resources 4.99% +3%
APC Anadarko Petroleum Corp 3.98% +4%

The Bottom Line

For investors that are bullish on the energy sector, this mutual fund may be a more balanced option instead of choosing individual stocks.

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Fidelity Investments logo

Fund of the Week: Fidelity® Select Energy Portfolio (FSENX)

Shauna O'Brien

|

This week, oil prices soared ahead of supply data, indicating that U.S. oil supply may be near its peak. Due to the sharp move in energy prices, we have chosen the Fidelity Select Energy Portfolio (FSENX) as this week’s fund of the week.

Inside the Fund

The fund was launched in 1981 and is managed by John Dowd. Currently, it has about $2.2 billion in assets under management (AUM).

The fund is composed primarily of U.S.-based stocks in the energy sector.

Historical Performance

2010 2011 2012 2013 2014
18.99% -4.85% 4.64% 24.21% -12.64%
Largest Holdings
Symbol Stock Portfolio Weight YTD Performance
XOM Exxon 13.07% -7%
SLB Schlumberger 8.22% +1%
CVX Chevron 6.62% -3%
EOG EOG Resources 4.99% +3%
APC Anadarko Petroleum Corp 3.98% +4%

The Bottom Line

For investors that are bullish on the energy sector, this mutual fund may be a more balanced option instead of choosing individual stocks.

If you’ve enjoyed this article, sign up for the free MutualFunds.com newsletter; we’ll send you similar content weekly.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Read Next

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