Fidelity� Select Biotechnology Portfolio

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

Performance

Trailing returns

1 day
   
-2.27%  
1 week
   
-6.56%  
4 week   +7.67%
   
3 month   +3.72%
   
YTD
   
-24.78%  
1 year
   
-24.95%  
3 years*   +14.12%
   
5 years*   +21.17%
   
*annualized
Best 3 month return+23.92%  
Worst 3 month return-31.79%  

Morningstar statistics

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

Key statistics

Total assets9.96B 
Front load-  
Deferred load-  
Expense ratio0.74%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash1.21%  
Stocks98.75%  
Bonds0.00%  
Preferred0.04%  
Other0.00%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
171.64-3.99(-2.27%)
Apr 28, 8:00PM 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 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* -23.03 10.90 17.65 10.19
Beta* 1.46 1.23 0.99 0.72
Mean annual return -2.32 1.53 1.97 1.20
R-squared* 38.76 25.03 28.32 28.55
Standard deviation 37.31 29.66 25.51 22.77
Sharpe ratio -0.75 0.62 0.92 0.58
* Against standard index

Top 10 holdings

Security Net Assets  
Alexion Pharmaceuticals Inc (ALXN) 5.59%  
Regeneron Pharmaceuticals Inc (REGN) 5.00%  
Vertex Pharmaceuticals Inc (VRTX) 4.24%  
Biomarin Pharmaceutical Inc (BMRN) 3.88%  
Celgene Corp (CELG) 3.56%  
Biogen Inc (BIIB) 3.48%  
Incyte Corp (INCY) 3.01%  
Genmab A/S (GNMSF) 2.69%  
Medivation Inc (MDVN) 2.62%  
Gilead Sciences Inc (GILD) 2.16%