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Fidelity Advisor Utilities Fund - Class A (FUGAX)

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36.83 -0.44    -1.18%
01:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Fidelity Investments
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 312.19M
Fidelity Advisor Utilities A 36.83 -0.44 -1.18%

Fidelity Advisor Utilities Fund - Class A Overview

 
Find basic information about the Fidelity Advisor Utilities Fund - Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FUGAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US3159187489)
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Rating
1-Year Change0.27%
Prev. Close37.27
Risk Rating
TTM Yield1.78%
ROE11.60%
IssuerFidelity Investments
Turnover89%
ROA2.58%
Inception Date35311
Total Assets312.19M
Expenses1.02%
Min. Investment2,500
Market Cap32.9B
CategoryUtilities
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Fidelity Advisor Utilities Fund - Class A News


Utilities bid higher as markets tank
Utilities bid higher as markets tank By Seeking Alpha - Dec 04, 2018

Today's big, broad selloff is sparing no sector except for the utilities (XLU +0.6%), seeing a nice flow of investor cash as the S&P falls 2.5% and the 10-year Treasury yield...

Fidelity Advisor Utilities Fund - Class A Analysis


ValueWalk
10 Best-Performing Utility Funds By ValueWalk - Aug 14, 2022 1

Utility funds are composed of a portfolio of stocks, bonds, or other securities of companies with operations in the utilities sector. Investing in utility funds can help an...

Performance

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Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1063 1063 1080 1255 1426 2205
Fund Return 6.33% 6.33% 7.99% 7.86% 7.36% 8.23%
Place in category 7 7 6 4 5 4
% in Category 15 15 11 6 7 8

Top Equity Funds by Fidelity Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity 500 Index Institutional Pr 534.04B 10.55 11.48 12.95
  Fidelity Contrafund 128.94B 17.98 12.69 14.65
  Fidelity Contrafund K 128.94B 17.99 12.77 14.75
  Fidelity Total Market Index Instl b 90.96B 10.05 9.66 12.27
  Strategic Advisers Core 62.96B 11.57 11.66 12.74

Top Funds for Utilities Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Franklin Utilities C 5.3B 5.01 4.62 7.32
  Franklin Utilities R 5.3B 5.04 4.79 7.48
  Franklin Utilities R6 5.3B 5.20 5.38 8.11
  Franklin Utilities A 5.3B 5.15 5.15 7.85
  Franklin Utilities Adv 5.3B 5.19 5.30 8.02

Top Holdings

Name ISIN Weight % Last Change %
  NextEra Energy US65339F1012 13.28 61.89 -1.37%
  Sempra Energy US8168511090 9.11 67.16 -1.39%
  Southern US8425871071 6.64 68.05 -0.50%
  Constellation Energy US21037T1097 6.60 186.95 +0.83%
  PG E US69331C1080 6.17 16.12 -1.01%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
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