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Morningstar

Fidelity® Select Utilities FSUTX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 88.28  /  4.56 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Utilities
  • Investment Style Mid Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.11%
  • Turnover 53%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 11:03 PM GMT+0

Morningstar’s Analysis FSUTX

Will FSUTX 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 FSUTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Fidelity ® Select Utilities’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSUTX

More FSUTX Holdings
  • Current Portfolio Date
  • Equity Holdings 26
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 68.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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13.28
168,516,761
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Southern Co

12.67
160,682,246
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Constellation Energy Corp

7.96
100,991,036
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Sempra

7.54
95,612,676
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PG&E Corp

6.85
86,878,870
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Edison International

4.85
61,580,128
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Vistra Corp

4.09
51,911,621
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American Water Works Co Inc

4.07
51,666,776
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Public Service Enterprise Group Inc

3.90
49,493,307
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NiSource Inc

3.31
41,968,216
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