Fidelity Select Home Finance
82 Devonshire St Boston MA 02109
Map
Phone: 800-544-8544
| Category: | Financial | | Fund Family: | Fidelity Investments | | Net Assets: | 74.66M | | Year-to-Date Return: | -0.20% | | Yield: | 6.77% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Dec-85 |
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Christopher Lee
Lead Manager since
12-Feb-09 | | | Lee is portfolio manager at Fidelity. Since joining Fidelity in 2004 as an equity analyst, Lee has been following companies in the semiconductor sector. He previously served as an analyst intern for Minot Capital Management in Boston during the summer of 2003. From 1999 to 2002, he was an associate in the Technology Group for TA Associates, a private equity firm in Boston. Lee began his career at Robertson Stephens, where he served as a financial analyst in the Technology Group from 1997-1999. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund invests at least 80% of assets in securities of companies principally engaged in providing mortgages and other consumer loans and related services associated with home finance. These companies may include, for example, mortgage banking companies, real estate investment trusts, government-sponsored enterprises, consumer finance companies, savings and loan associations, savings banks, building and loan associations, cooperative banks, commercial banks, and other depository institutions. It may invest in securities of foreign issuers. |
| Last Dividend
(17-Apr-09):
| 0.29 | | Last Cap Gain
(11-Apr-08):
| 0.05 | | Annual Holdings Turnover
| 79.00% | | Average for Category:
| 189.44% |
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| Expense | FSVLX | Category
Avg | | Total Expense Ratio: | 0.99%
| 1.72% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.11% | | Max Deferred Sales Load: | %
| 2.57% | | 3 Yr Expense Projection*: |
$ 315 | $891 | | 5 Yr Expense Projection*: |
$ 547 | $1,405 | | 10 Yr Expense Projection*: |
$ 1,213 | $2,643 |
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2.03% Nasdaq 0.00%
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