Fidelity Natural Resources Fund Quote
FNARX Fund | USD 46.97 0.30 0.63% |
PerformanceSolid
| Odds Of DistressLow
|
Fidelity Natural is trading at 46.97 as of the 19th of July 2025; that is 0.63 percent decrease since the beginning of the trading day. The fund's open price was 47.27. Fidelity Natural has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities of companies principally engaged in owning or developing natural resources, or supplying goods and services to such companies, and in precious metals. It invests primarily in common stocks and in certain precious metals. More on Fidelity Natural Resources
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Fidelity Mutual Fund Highlights
Fund Concentration | Fidelity Investments Funds, Large Value Funds, Equity Energy Funds, Equity Energy, Fidelity Investments, Large, Equity Energy (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 29th of April 2023 |
Fiscal Year End | February |
Fidelity Natural Resources [FNARX] is traded in USA and was established 19th of July 2025. Fidelity Natural is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Equity Energy category and is part of Fidelity Investments family. This fund currently has accumulated 614.88 M in assets under management (AUM) with no minimum investment requirementsFidelity Natural Res is currently producing year-to-date (YTD) return of 14.48% with the current yeild of 0.02%, while the total return for the last 3 years was 17.81%.
Check Fidelity Natural Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Natural Resources Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Natural Resources Mutual Fund Constituents
EPD | Enterprise Products Partners | Stock | Energy | |
DK | Delek Energy | Stock | Energy | |
PAA | Plains All American | Stock | Energy | |
XOM | Exxon Mobil Corp | Stock | Energy | |
APA | APA Corporation | Stock | Energy | |
WMB | Williams Companies | Stock | Energy | |
VLO | Valero Energy | Stock | Energy | |
PSX | Phillips 66 | Stock | Energy |
Fidelity Natural Res Risk Profiles
Mean Deviation | 0.7362 | |||
Semi Deviation | 0.4898 | |||
Standard Deviation | 0.8817 | |||
Variance | 0.7774 |
Fidelity Natural Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Natural financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Natural security.
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