Fidelity� Select Gold Portfolio

 (MUTF:FSAGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.85%
   
1 week   +3.23%
   
4 week   +16.28%
   
3 month   +14.91%
   
YTD   +35.11%
   
1 year   +19.90%
   
3 years*
   
-19.78%  
5 years*
   
-3.36%  
*annualized
Best 3 month return+55.14%  
Worst 3 month return-48.15%  

Morningstar statistics

Morningstar category: Equity Precious Metals
  Return Risk Rating
3 years Average Average
5 years Below Average Average
10 years Average Below Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.43B 
Front load-  
Deferred load-  
Expense ratio0.92%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash0.00%  
Stocks94.23%  
Bonds0.00%  
Other5.77%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
24.28+0.44(1.85%)
Jul 11, 4:00PM EDT Overall Morningstar RatingTM

Description

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.
Fund filings (PDF) »
Asset manager:
Joe Wickwire (Started: Aug 31, 2007)
Advisor Company:
Fidelity SelectCo, LLC
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 36.56 -22.54 -8.13 4.63
Beta* -0.50 0.53 0.52 0.79
Mean annual return 2.16 -1.40 -0.04 0.98
R-squared* 1.87 5.06 6.26 14.17
Standard deviation 35.61 33.59 31.25 34.93
Sharpe ratio 0.73 -0.50 -0.02 0.29
* Against standard index

Top 10 holdings

Security Net Assets  
Goldcorp Inc (GG) 9.01%  
Gold Bullion 7.44%  
Randgold Resources Ltd ADR (GOLD) 6.01%  
Silver Bullion (1 Oz = 1 Shr) 5.77%  
Barrick Gold Corp (ABX) 5.49%  
Newcrest Mining Ltd (NCMGF) 4.87%  
Franco-Nevada Corp (FNV) 4.85%  
Eldorado Gold Corp (EGO) 4.16%  
Anglogold Ashanti Ltd ADR (AU) 4.09%  
Yamana Gold Inc (AUY) 3.83%