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Fidelity Select Utilities FSUTX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 107.02  /  +0.86 %
  • 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 1.96%
  • Turnover 53%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 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.

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 cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings FSUTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 72.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

14.20 163.9 Mil
Utilities

Sempra

9.08 104.9 Mil
Utilities

Duke Energy Corp

8.53 98.4 Mil
Utilities

Southern Co

7.64 88.2 Mil
Utilities

Edison International

6.23 71.9 Mil
Utilities

PG&E Corp

6.09 70.3 Mil
Utilities

FirstEnergy Corp

5.51 63.6 Mil
Utilities

Constellation Energy Corp

5.25 60.7 Mil
Utilities

American Electric Power Co Inc

4.80 55.4 Mil
Utilities

Entergy Corp

4.65 53.7 Mil
Utilities