Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Fidelity® Select Gold Portfolio (FSAGX)

20.16
Net Asset Value
+1.31%
1 Day
+5.22%
Year-to-Date
Overall Morningstar Rating
Equity precious metals
Style or Category
No Load
Sales Expenses
0.87%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in gold-related activities, and in gold bullion or coins. It invests up to 25% of assets in gold and other precious metals through a wholly-owned subsidiary. The fund invests primarily in common stocks and in certain precious metals. It invests primarily in companies engaged in exploration, mining, processing, or dealing in gold, or to a lesser degree, in silver, platinum, diamonds, or other precious metals and minerals. The fund is non-diversified.

Performance

1 month-2.66% 3 years-3.13%
3 months-5.91% 5 years-10.34%
1 year-10.31% Since inception+4.85%
Data through --

Peer Comparisonvs. Equity precious metals

 FSAGXCategory
Performance 5-yr return-10.34%-11.74%
Expense ratio0.87%1.44%
Risk 5 year sharpe ratio-0.09-0.08
Net assets$1.5B$619.7M
Average market cap$4.2B$3.7B
Average P/E27.723.5
Portfolio turnover28%28%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJoe Wickwire / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

International stock82.85%
U.S. stock11.58%
Fixed income5.17%
Cash0.39%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 99.98%
Energy 0.02%
Business service 0.00%
Consumer goods 0.00%
Consumer service 0.00%
Top 10 Holdings
Portfolio weighting
GOLD Randgold Resources Ltd8.07%
NEM Newmont Mining Corp7.52%
-- 6.82%
-- 6.01%
-- 4.98%
-- 4.85%
-- 4.24%
-- 4.18%
RGLD Royal Gold Inc3.58%
-- 2.93%