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Morningstar

Fidelity Advisor® Utilities C FUGCX

Morningstar Analyst Rating
Quantitative rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 35.69  /  0.90 %
  • Total Assets 898.5 Mil
  • Adj. Expense Ratio
    1.780%
  • Expense Ratio 1.780%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Utilities
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.81%
  • Turnover 36%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis FUGCX

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

People Pillar

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

Summary

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Strength in Fidelity Advisor® Utilities C's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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