Performance
Trailing returns
| 1 day |
| -0.36% | |||
| 1 week | +1.20% |
| |||
| 4 week | +5.82% |
| |||
| 3 month | +6.05% |
| |||
| YTD | +14.26% |
| |||
| 1 year | +30.06% |
| |||
| 3 years* | +8.36% |
| |||
| 5 years* | +1.39% |
| |||
| *annualized | |||||
| Best 3 month return | +22.39% | |
| Worst 3 month return | -30.60% |
Morningstar statistics
Morningstar category: Industrials
| Return | Risk | Rating | |
| 3 years | Low | Below Average |
 
|
| 5 years | Below Average | Low |
|
| 10 years | Low | Low |
|
| Overall | Low | Low |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 77.97M | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.99% | |
| Management fee | - | |
| Fund family | Fidelity Investments |
Asset allocation
| Cash | 1.20% | |
| Stocks | 98.46% | |
| Bonds | 0.00% | |
| Convertible | 0.33% | |
| Other | 0.00% |
Purchase information
| Initial | US$2,500 | |
| IRA Initial | US$200 | |
| AIP Initial | US$2,500 |
19.77+0.32(1.65%)
May 17, 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 business activities related to alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies, or other environmental support services. It invests primarily in common stocks. 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) »
Fund filings (PDF) »
Asset manager:
Anna Davydova (Started: Mar 31, 2010)
Anna Davydova (Started: Mar 31, 2010)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 4.20 | -3.50 | -0.30 | -1.13 | |
| Beta* | 0.77 | 0.99 | 0.91 | 0.94 | |
| Mean annual return | 1.40 | 0.58 | 0.28 | 0.65 | |
| R-squared* | 76.55 | 85.97 | 82.03 | 76.19 | |
| Standard deviation | 10.92 | 17.87 | 20.79 | 17.36 | |
| Sharpe ratio | 1.52 | 0.38 | 0.15 | 0.35 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Danaher Corporation (DHR) | 9.23% | |
| Emerson Electric Co. (EMR) | 7.99% | |
| Republic Services Inc Class A (RSG) | 5.71% | |
| Air Products & Chemicals Inc (APD) | 5.49% | |
| Stericycle, Inc. (SRCL) | 4.88% | |
| Ecolab, Inc. (ECL) | 4.75% | |
| Iberdrola SA (IBE) | 4.27% | |
| Ingersoll-Rand PLC (IR) | 4.23% | |
| Ashland Inc (ASH) | 4.17% | |
| Eaton Corporation PLC (ETN) | 3.92% |