Fidelity Select Semiconductors (FSELX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.83: the stock has moved about 83% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFidelity Select Semiconductors (FSELX) trades at $66.58. Fidelity Select Semiconductors Portfolio (FSELX) is a non-diversified fund that invests primarily in the common stock of companies involved in the design, manufacture, or sale of semiconductors and semiconductor equipment. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for FSELX: FSELX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Fidelity Select Semiconductors (FSELX) Financial Services Profile
Fidelity Select Semiconductors Portfolio (FSELX) is a non-diversified fund focusing on semiconductor and equipment companies, employing fundamental analysis for stock selection. With a $32.68B market cap and a beta of 1.83, FSELX caters to investors seeking targeted exposure to the semiconductor industry's growth, both domestically and internationally.
What Is the Investment Thesis for FSELX?
Fidelity Select Semiconductors Portfolio (FSELX) presents an investment opportunity for those seeking focused exposure to the semiconductor industry. With a market capitalization of $32.68B and a beta of 1.83, FSELX offers a concentrated play on the growth of semiconductor companies. The fund's non-diversified nature implies higher volatility but also the potential for outsized returns if the semiconductor sector performs well. Key value drivers include the increasing demand for semiconductors in various applications, such as artificial intelligence, automotive, and consumer electronics. Growth catalysts include advancements in semiconductor technology and expanding global markets. Potential risks include cyclical downturns in the semiconductor industry and competition among semiconductor manufacturers. Investors may want to evaluate their risk tolerance and investment horizon when evaluating FSELX.
Based on FMP financials and quantitative analysis
FSELX Key Highlights
Market Cap: $32.68B indicates substantial size and influence within the semiconductor investment space.
- Beta: 1.83 suggests higher volatility compared to the overall market, reflecting the fund's concentrated focus on the semiconductor industry.
- Non-Diversified: The fund's non-diversified nature means its performance is heavily reliant on the semiconductor sector's performance.
- Focus on Semiconductor Companies: The fund invests at least 80% of its assets in companies involved in the design, manufacture, or sale of semiconductors and semiconductor equipment.
- Global Investment Scope: The fund invests in both domestic and foreign issuers, providing exposure to the global semiconductor market.
Who Are FSELX's Competitors?
FSELX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BHYIX BlackRock High Yield Instl | $6.91 | +0.14% | $26.8B | — |
| DFLVX DFA U.S. Large Cap Value Portfolio (The) | $66.13 | +0.46% | $25.2B | — |
| FJTKX Fidelity Freedom 2045 K6 | $17.39 | +0.87% | $28.8B | — |
| FKDNX Franklin DynaTech A | $213.16 | +1.29% | $33.4B | — |
| FSPTX Fidelity Select Technology Portfolio | $58.86 | +0.87% | $27.1B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FSELX's Key Strengths?
Focused exposure to the high-growth semiconductor industry.
- Experienced management team with expertise in technology investing.
- Strong brand recognition and distribution network of Fidelity Investments.
- Access to proprietary research and analysis.
What Are FSELX's Weaknesses?
Non-diversified nature increases volatility and risk.
- Performance is highly dependent on the cyclical semiconductor industry.
- Susceptible to technological obsolescence and competition.
- Higher expense ratio compared to broader market index funds.
What Are the Key Risks for FSELX?
Cyclical downturns in the semiconductor industry.
- Intense competition among semiconductor manufacturers.
- Geopolitical risks and trade tensions.
- Technological disruptions and rapid innovation.
- Non-diversified nature increases volatility and risk.
What Are FSELX's Competitive Advantages?
- Established Brand: Fidelity Investments has a strong reputation and brand recognition in the asset management industry.
- Specialized Expertise: The fund's focus on the semiconductor sector allows it to develop specialized expertise in this area.
- Access to Research: Fidelity's research capabilities provide the fund with access to in-depth analysis of semiconductor companies and industry trends.
What Does FSELX Do?
Fidelity Select Semiconductors Portfolio (FSELX) is a specialized fund within the Fidelity Investments family, concentrating its investments in the semiconductor industry. The fund's strategy revolves around identifying companies that are principally engaged in the design, manufacture, or sale of semiconductors and related equipment. This targeted approach allows investors to gain focused exposure to the semiconductor sector's performance. FSELX invests at least 80% of its assets in these securities, demonstrating its commitment to the industry. The fund's investment scope extends beyond domestic borders, encompassing both domestic and foreign issuers, providing a global perspective on the semiconductor market. Investment decisions are guided by fundamental analysis, which involves a thorough examination of factors such as an issuer's financial health, industry standing, and the broader market and economic landscape. As a non-diversified fund, FSELX may experience greater volatility compared to more broadly diversified funds, as its performance is closely tied to the semiconductor industry's fluctuations. Founded with the objective of providing investors with a specialized investment vehicle for participating in the growth of the semiconductor industry, FSELX has evolved to become a significant player in the asset management landscape, catering to investors seeking targeted exposure to this dynamic sector.
What Products and Services Does FSELX Offer?
- Invests primarily in common stocks of semiconductor companies.
- Targets companies involved in the design, manufacture, or sale of semiconductors and semiconductor equipment.
- Focuses on both domestic and foreign issuers.
- Employs fundamental analysis to select investments.
- Aims to provide investors with exposure to the semiconductor industry's growth potential.
- Operates as a non-diversified fund, concentrating its investments in the semiconductor sector.
How Does FSELX Make Money?
- The fund generates revenue through capital appreciation of its investments in semiconductor companies.
- It charges management fees to investors for managing the fund's portfolio.
- The fund's performance is directly linked to the performance of the semiconductor industry.
What Industry Does FSELX Operate In?
Fidelity Select Semiconductors Portfolio (FSELX) operates within the asset management industry, specifically targeting the semiconductor sector. The semiconductor industry is characterized by rapid technological advancements, cyclical demand patterns, and intense competition. Market trends include the increasing demand for semiconductors in artificial intelligence, automotive, and consumer electronics. The competitive landscape includes both established semiconductor manufacturers and emerging players. FSELX's performance is closely tied to the overall health and growth of the semiconductor industry, making it a specialized investment vehicle for those seeking exposure to this dynamic sector.
Who Are FSELX's Key Customers?
- Individual investors seeking exposure to the semiconductor industry.
- Institutional investors looking for a specialized investment vehicle in the technology sector.
- Financial advisors seeking to diversify their clients' portfolios with a semiconductor-focused fund.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
FSELX Financials
Bull Case vs Bear Case
Bull Case
- Focused exposure to the high-growth semiconductor industry.
- Experienced management team with expertise in technology investing.
- Strong brand recognition and distribution network of Fidelity Investments.
- Access to proprietary research and analysis.
Bear Case
- Non-diversified nature increases volatility and risk.
- Performance is highly dependent on the cyclical semiconductor industry.
- Susceptible to technological obsolescence and competition.
- Higher expense ratio compared to broader market index funds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FSELX Latest News
No recent news available for FSELX.
FSELX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FSELX.
Price Targets
Wall Street price target analysis for FSELX.
FSELX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FSELX; grades run from A+ (80-100) to F (below 30).
FSELX Financials Stock FAQ
What are the main risks for FSELX?
The main risks for Fidelity Select Semiconductors Portfolio (FSELX) include the cyclical nature of the semiconductor industry, which can lead to periods of underperformance during economic downturns. Geopolitical risks and trade tensions can disrupt the global supply chain and affect the demand for semiconductors.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and general knowledge of the company and industry. Investment decisions should be based on thorough research and consultation with a financial advisor.