Fidelity Select Home Finance
82 Devonshire St Boston MA 02109
Map
Phone: 800-544-8544
| Category: | Specialty-Financial | | Fund Family: | Fidelity Investments | | Net Assets: | 112.33M | | Year-to-Date Return: | -35.65% | | Yield: | 3.92% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Dec-85 |
|
Richard Manuel
Lead Manager since
13-Jun-06 | | | Manuel joined Fidelity Investments in 2006. Prior to that, he was a research analyst for Riversource Investments, formerly a division of American Express. From 1995 to 2002, he worked for Putnam Investments as a research analyst. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| 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
(11-Apr-08):
| 0.11 | | Last Cap Gain
(11-Apr-08):
| 0.05 | | Annual Holdings Turnover
| 36.00% | | Average for Category:
| 165.81% |
|
| Expense | FSVLX | Category
Avg | | Total Expense Ratio: | 0.92%
| 1.68% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.58% | | 3 Yr Expense Projection*: |
$296 | $869 | | 5 Yr Expense Projection*: |
$515 | $1,104 | | 10 Yr Expense Projection*: |
$1,143 | $2,138 |
|
|
1.49% Nasdaq 
0.27%
Profile
