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SEPIX Saratoga Energy & Basic Materials I

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Fund SEPIX Saratoga Energy & Basic Materials I FSDPX Fidelity® Select Materials  
100% 87%
Annual Fees
(2.86% Exp. Ratio)
(0.81% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.70% annual return
$22,090.47 $41,333.16
Est. savings over 30 yrs +$19,242.70
As of 9/30/16
1 YR RETURN 6.95%
3 YR -10.76%
5 YR -0.31%
10 YR -0.14%
1 YR RETURN 14.80%
3 YR 2.03%
5 YR 10.82%
10 YR 8.58%
The investment seeks long-term growth of capital. The fund will normally invest at least 80% of its total assets in equity securities issued by U.S. and foreign Energy and Basic Materials Companies, regardless of their stock market value (or "market capitalization"). It utilizes the Standard & Poor's classification system for purposes of determining whether a company is an Energy or Basic Materials Company. Standard & Poor's maintains a proprietary classification system similar to the North American Industry Classification System which classifies companies according to industry sectors and groups.
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the manufacture, mining, processing, or distribution of raw materials and intermediate goods. 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.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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