Fidelity Advisor Utilities Z holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Fidelity Advisor Utilities Fund - Class Z FFUZX
- NAV / 1-Day Return $125.33 / +0.59 %
- Fund Size $3.2B
- Adjusted Expense Ratio 0.560%
- Net Expense Ratio 0.550%
- Fee Level: Distribution Low
- Share Class Type Institutional
- Morningstar Category Utilities
- Equity Style Box (Funds) Mid Value
- Minimum Initial Investment $0
- Investment Status Open
- TTM Yield —
- Turnover Ratio 76%
Morningstar’s Analysis FFUZX
Will FFUZX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |