Mutual Fund Insights: Fidelity Advisor Utilities T Fund (FAUFX)

In-depth Analysis of Fidelity Advisor Utilities T Fund (FAUFX)

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See Fidelity Advisor Utilities T Fund (FAUFX) performance details as of January 31, 2010

  

Last Trade: $16.03 on 3/19/2010, Change: -0.03 (-0.19%)

  

Fund Manager - Douglas Simmons

Fund Manager Tenure: 3.5 years   [Similar Funds: FAUBX ]
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

Simmons joined Fidelity Investments in 2003. Previously, he was with Hicks, Muse, Tate & Furst from September 1999 until July of 2001.  Get more insights on Douglas Simmons

  

 What we like about Fidelity Advisor Utilities T Fund (FAUFX)

Data for Fidelity Advisor Utilities T Fund (FAUFX) as of January 31, 2010

• Fidelity Advisor Utilities T Fund (FAUFX) management has been with Fidelity Advisor Utilities T Fund for 3.5 years
• Fidelity Advisor Utilities T Fund (FAUFX) ratio of up-years vs down years is greater than 2

  

 What we are cautious about Fidelity Advisor Utilities T Fund (FAUFX)

Data for Fidelity Advisor Utilities T Fund (FAUFX) as of January 31, 2010

• Fidelity Advisor Utilities T Fund is a focused fund with 64.84% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Fidelity Advisor Utilities T Fund (FAUFX) has a less-than-ideal short-term performance (1-year return 9.95% vs 15.37% Utilities category average)
• Fidelity Advisor Utilities T Fund (FAUFX) has a less-than-ideal mid-term performance (3-year return -5.46% vs -4.27% Utilities category average)
• Fidelity Advisor Utilities T Fund (FAUFX) has a less-than-ideal Long-term performance (5-year return 4.36% vs 4.68% Utilities category average)
• Fidelity Advisor Utilities T Fund (FAUFX) has a Morningstar rating of 3 and below
• Fidelity Advisor Utilities T Fund (FAUFX) is less safe compared to its Utilities peers
• Fidelity Advisor Utilities T Fund (FAUFX) has an annual stock turnover rate of 247.00% that is higher than the Utilities average of 108.07%. This could mean Fidelity Advisor Utilities T is more nimble, but also signal potential high tax impact and high trading fees
• Fidelity Advisor Utilities T Fund (FAUFX) does not have a good risk adjusted return as its 3-year Alpha of -0.58 is worse than category average of 1.07, and its 3-year Sharpe ratio is -0.28
• Fidelity Advisor Utilities T Fund (FAUFX) is more volatile than its peers as it has a 3-year Standard Deviation of 19.77 that is higher than category average of 18.85
• Fidelity Advisor Utilities T Fund (FAUFX) has a higher management fee of 1.52% than its Utilities average of 1.40%
• Fidelity Advisor Utilities T Fund (FAUFX) carries a 3.5% load

See Fidelity Advisor Utilities T Fund (FAUFX) performance details as of January 31, 2010

  

  

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Fidelity Advisor Utilities T Fund (FAUFX) Net Asset

Track net asset change of Fidelity Advisor Utilities T fund (FAUFX)

Date	Net Asset
01/2010	$33.60M
11/2009	$33.36M
10/2009	$32.32M

More historic net asset information on Fidelity Advisor Utilities T Fund (FAUFX)

  

Fidelity Advisor Utilities T Fund (FAUFX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Utilities T fund (FAUFX)

Date	Cash	Stock	Bond	Other
10/2009	0.98%	99.02%	0%	0%
09/2009	0.47%	99.53%	0%	0%
08/2009	0.25%	99.74%	0%	0%

Click here to see more historic asset allocation information on Fidelity Advisor Utilities T Fund (FAUFX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Utilities T Fund (FAUFX)

Discover what Fidelity Advisor Utilities T Fund (FAUFX) manager is buying

31-Oct-09 FIRSTENERGY CP [14.12%] AMER ELECTRIC POW CO [11.27%] SEMPRA ENERGY [7.74%] CENTERPOINT ENERGY [7.19%] PG&E CP [7.03%] TECO ENERGY INC [5.11%] ENTERGY CP [4.91%] F P L GROUP INC [4.78%] CONSTELLATION ENGY [4.76%] CMS ENERGY CP [4.53%]

30-Sep-09 AMER ELECTRIC POW CO [13.87%] FIRSTENERGY CP [13.1%] CONSTELLATION ENGY [7.19%] SEMPRA ENERGY [7.01%] CENTERPOINT ENERGY [6.64%] TECO ENERGY INC [5.1%] PINNACLE WEST CAP [4.89%] PG&E CP [4.89%] ENTERGY CP [4.78%] NRG ENERGY INC [4%]

31-Aug-09 AMER ELECTRIC POW CO [13.38%] FIRSTENERGY CP [12.29%] CONSTELLATION ENGY [6.99%] SEMPRA ENERGY [6.92%] CENTERPOINT ENERGY [6.32%] PINNACLE WEST CAP [4.94%] PG&E CP [4.88%] NV ENERGY INC [4.84%] TECO ENERGY INC [4.82%] F P L GROUP INC [4.72%]

Click here for Stock Holding Change Map in Fidelity Advisor Utilities T Fund (FAUFX)

  

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See more information on Fidelity Advisor Utilities T Fund (FAUFX)

• Fidelity Advisor Utilities T Fund Insights
• Fidelity Advisor Utilities T Fund Performance Data
• Fidelity Advisor Utilities T Fund News
• Fidelity Advisor Utilities T Fund Score Explaination
• Fidelity Advisor Utilities T Fund Manager Information
• Historic Fidelity Advisor Utilities T Fund Asset Allocation Report
• Historic Fidelity Advisor Utilities T Fund Top 10 Holding Tracking
• Historic Fidelity Advisor Utilities T Fund Asset Under Management Tracking