Advertisement
Skip to Content
Morningstar

Fidelity Advisor® Utilities M FAUFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 37.08  /  0.60 %
  • Total Assets 938.5 Mil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.300%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Utilities
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.16%
  • Turnover 36%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FAUFX

Will FAUFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FAUFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FAUFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FAUFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Strength in Fidelity Advisor® Utilities M's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor