Fidelity® Select Industrial Equipment Portfolio (FSCGX)

36.82
Net Asset Value
-10.35%
1 Day
-19.64%
Year-to-Date
Overall Morningstar Rating
Industrials
Style or Category
No Load
Sales Expenses
0.79%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in the manufacture, distribution, or service of products and equipment for the industrial sector, including integrated producers of capital equipment, parts suppliers, and subcontractors. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.

Performance

1 month-1.54% 3 years+18.30%
3 months-1.52% 5 years+14.35%
1 year+1.15% Since inception+9.78%
Data through --

Peer Comparisonvs. Industrials

 FSCGXCategory
Performance 5-yr return+14.35%+16.82%
Expense ratio0.79%1.40%
Risk 5 year sharpe ratio0.841.01
Net assets$254.4M$423.5M
Average market cap$14.5B$49.3B
Average P/E16.318.2
Portfolio turnover100%100%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureBoris Shepov / 2 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock97.31%
International stock1.73%
Cash0.96%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 84.09%
Consumer goods 10.79%
Business service 2.25%
Consumer service 1.59%
Hardware 0.57%
Top 10 Holdings
Portfolio weighting
UTX United Technologies Corp10.21%
BA Boeing Co7.94%
GE General Electric Co5.94%
MTW Manitowoc Co Inc5.78%
CAT Caterpillar Inc5.59%
ACM AECOM Technology Corp4.92%
DHR Danaher Corp4.70%
CMI Cummins Inc4.37%
JCI Johnson Controls Inc4.09%
VMI Valmont Industries Inc2.80%

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