Morningstar

Fidelity Advisor Utilities Fund - Class A FFUAX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $125.28  /  +0.59 %
  • Fund Size $3.2B
  • Adjusted Expense Ratio 0.930%
  • Net Expense Ratio 0.920%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Utilities
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield —
  • Turnover Ratio 76%
NAV and 1-Day Return as of

Morningstar’s Analysis FFUAX

Will FFUAX outperform in the 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 FFUAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FFUAX 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 FFUAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Advisor Utilities A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FFUAX

More FFUAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

13.36 469M
Utilities

American Electric Power Co Inc

6.65 233M
Utilities

Constellation Energy Corp

6.39 224M
Utilities

Duke Energy Corp

5.82 204M
Utilities

Entergy Corp

5.20 183M
Utilities

Xcel Energy Inc

5.16 181M
Utilities

Sempra

4.95 174M
Utilities

Southern Co

4.42 155M
Utilities

Vistra Corp

4.02 141M
Utilities

Ameren Corp

3.99 140M
Utilities

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