Fidelity Advisor Utilities Fund - Class C FFUCX

Morningstar Medalist Rating
  • NAV / 1-Day Return$129.46  /  +0.40%
  • Fund Size$3.4B
  • Adjusted Expense Ratio1.690%
  • Net Expense Ratio1.680%
  • Fee Level: DistributionLow
  • Share Class TypeLevel Load
  • Morningstar CategoryUtilities
  • Equity Style Box (Funds)Mid Value
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.74%
  • Turnover Ratio76%

Morningstar’s Analysis FFUCX

Will FFUCX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Advisor Utilities C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings FFUCX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings61.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

13.07420M
Utilities

American Electric Power Co Inc

7.04226M
Utilities

Constellation Energy Corp

6.75217M
Utilities

Duke Energy Corp

6.05194M
Utilities

Xcel Energy Inc

5.24168M
Utilities

Entergy Corp

5.17166M
Utilities

Sempra

5.05162M
Utilities

Southern Co

4.54146M
Utilities

Vistra Corp

4.47144M
Utilities

Ameren Corp

4.09131M
Utilities

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