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Morningstar

Fidelity Advisor Utilities C FUGCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 39.96  /  +1.19 %
  • Total Assets 740.0 Mil
  • Adj. Expense Ratio
    1.770%
  • Expense Ratio 1.770%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Utilities
  • Investment Style Mid Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.25%
  • Turnover 66%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

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.

An upgrade in its Process Pillar rating is the primary driver of Fidelity Advisor Utilities C's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FUGCX

More FUGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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