3 / 5 Stars
1 1 1 5 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#16 in Equity Energy
U.S. News evaluated 42 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 7.77 percent over the past year, 2.77 percent over the past three years, -7.70 percent over the past five years, and 11.01 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.7%|
|3 Years (Annualized)||2.8%|
|5 Years (Annualized)||-7.7%|
|10 Years (Annualized)||11.0%|
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in the production, transmission, and distribution of natural gas, and involved in the exploration of potential natural gas sources, as well as those companies that provide services and equipment to natural gas producers, refineries, cogeneration facilities, converters, and distributors. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Fidelity Select Natural Gas Portfolio has an expense ratio of 0.86 percent.
Risk is Average compared to funds in the same category according to Morningstar.