Fidelity Select Biotechnology Portfolio

 (MUTF:FBIOX)   Watch this mutual fund  
Find more results for fbiox

Performance

Trailing returns

1 day
   
-2.01%  
1 week
   
-1.08%  
4 week
   
-4.37%  
3 month   +10.95%
   
YTD   +27.84%
   
1 year   +40.10%
   
3 years*   +32.04%
   
5 years*   +17.97%
   
*annualized
Best 3 month return+97.38%  
Worst 3 month return-35.59%  

Morningstar statistics

Morningstar category: Health
  Return Risk Rating
3 years High High
5 years High Above Average
10 years Above Average Above Average
Overall High Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets5.33B 
Front load-  
Deferred load-  
Expense ratio0.81%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash0.43%  
Stocks99.55%  
Bonds0.00%  
Preferred0.02%  
Other0.00%  

Purchase information

Initial$2,500  
IRA Initial$200  
AIP Initial$2,500  
140.56-2.89(-2.01%)
Jun 19, 4:00PM EDT Overall Morningstar RatingTM

Description

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 research, development, manufacture, and distribution of various biotechnological products, services, and processes and companies that benefit significantly from scientific and technological advances in biotechnology. 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.
Fund filings (PDF) »
Asset manager:
Rajiv Kaul (Started: Oct 12, 2005)
Advisor Company:
Fidelity Management & Research Company
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 5.10 20.58 17.35 7.37
Beta* 1.56 0.81 0.65 0.65
Mean annual return 3.66 2.65 1.65 1.14
R-squared* 44.06 53.80 41.99 31.88
Standard deviation 14.88 17.19 20.73 18.25
Sharpe ratio 2.95 1.84 0.94 0.65
* Against standard index

Top 10 holdings

Security Net Assets  
Amgen Inc (AMGN) 15.01%  
Gilead Sciences Inc (GILD) 14.43%  
Celgene Corporation (CELG) 7.40%  
Biogen Idec Inc (BIIB) 6.95%  
Vertex Pharmaceuticals (VRTX) 4.70%  
Alexion Pharmaceuticals, Inc. (ALXN) 4.51%  
Regeneron Pharmaceuticals, Inc. (REGN) 4.16%  
Biomarin Pharmaceutical, Inc. (BMRN) 2.78%  
Onyx Pharmaceuticals, Inc. (ONXX) 2.47%  
Medivation, Inc. (MDVN) 2.00%