3 / 5 Stars
5 5 1 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#8 in Equity Energy
U.S. News evaluated 46 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 6.17 percent over the past year, 0.34 percent over the past three years, 15.04 percent over the past five years, and 11.92 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||0.3%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||11.9%|
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in owning or developing natural resources, or supplying goods and services to such companies, and in precious metals. It invests primarily in common stocks and in certain precious metals. 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.
Fees are Average compared to funds in the same category.
Fidelity Select Natural Resources Portfolio has an expense ratio of 0.84 percent.
Risk is Average compared to funds in the same category according to Morningstar.