Mutual Fund Insights: Fidelity Telecom and Utilities Fund (FIUIX)

In-depth Analysis of Fidelity Telecom and Utilities Fund (FIUIX)

3 months 6 months 1 year 3 year 5 year

See Fidelity Telecom and Utilities Fund (FIUIX) performance details as of January 31, 2010

  

Last Trade: $14.17 on 3/18/2010, Change: -0.05 (-0.35%)

  

Fund Manager - Douglas Simmons

Fund Manager Tenure: 4.5 years
Fundmojo Fund Grade: C (Score: 0.51)     (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 Telecom and Utilities Fund (FIUIX)

Data for Fidelity Telecom and Utilities Fund (FIUIX) as of January 31, 2010

• Fidelity Telecom and Utilities Fund (FIUIX) management has been with Fidelity Telecom and Utilities Fund for 4.5 years
• Fidelity Telecom and Utilities Fund (FIUIX) ratio of up-years vs down years is greater than 2
• Fidelity Telecom and Utilities Fund (FIUIX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.33, lower than category average of 18.85
• Fidelity Telecom and Utilities Fund (FIUIX) has a lower management fee than its Utilities average: 0.77% vs 1.40%
• Fidelity Telecom and Utilities Fund (FIUIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Fidelity Telecom and Utilities Fund (FIUIX)

Data for Fidelity Telecom and Utilities Fund (FIUIX) as of January 31, 2010

• Fidelity Telecom and Utilities Fund is a focused fund with 58.80% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Fidelity Telecom and Utilities Fund (FIUIX) has a less-than-ideal short-term performance (1-year return 11.05% vs 15.37% Utilities category average)
• Fidelity Telecom and Utilities Fund (FIUIX) has a less-than-ideal mid-term performance (3-year return -9.17% vs -4.27% Utilities category average)
• Fidelity Telecom and Utilities Fund (FIUIX) has a less-than-ideal Long-term performance (5-year return 2.38% vs 4.68% Utilities category average)
• Fidelity Telecom and Utilities Fund (FIUIX) has a Morningstar rating of 3 and below
• Fidelity Telecom and Utilities Fund (FIUIX) is less safe compared to its Utilities peers
• Fidelity Telecom and Utilities Fund (FIUIX) does not have a good risk adjusted return as its 3-year Alpha of -4.43 is worse than category average of 1.07, and its 3-year Sharpe ratio is -0.54

See Fidelity Telecom and Utilities Fund (FIUIX) performance details as of January 31, 2010

  

  

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Fidelity Telecom and Utilities Fund (FIUIX) Net Asset

Track net asset change of Fidelity Telecom and Utilities fund (FIUIX)

Date	Net Asset
01/2010	$705.68M
11/2009	$707.18M
10/2009	$675.43M

More historic net asset information on Fidelity Telecom and Utilities Fund (FIUIX)

  

Fidelity Telecom and Utilities Fund (FIUIX) Portfolio Allocation

Track portfolio allocation change of Fidelity Telecom and Utilities fund (FIUIX)

Date	Cash	Stock	Bond	Other
10/2009	1.46%	98.54%	0%	0%
09/2009	6.17%	93.83%	0%	0%
08/2009	0.05%	99.95%	0%	0%

Click here to see more historic asset allocation information on Fidelity Telecom and Utilities Fund (FIUIX)

  

Most Recent Top 10 Holdings in Fidelity Telecom and Utilities Fund (FIUIX)

Discover what Fidelity Telecom and Utilities Fund (FIUIX) manager is buying

31-Oct-09 FIRSTENERGY CP [9.94%] AMER ELECTRIC POW CO [8.7%] DIRECTV [6.36%] SEMPRA ENERGY [6.17%] ENTERGY CP [5.29%] CONSTELLATION ENGY [4.86%] PG&E CP [4.38%] AMER TOWER CP [4.28%] Comcast Corporation [4%] CENTURYTEL INC [3.75%]

30-Sep-09 AMER ELECTRIC POW CO [9.4%] FIRSTENERGY CP [9.25%] The DIRECTV Group, Inc. [6.29%] EXELON CORPORATION [6.04%] SEMPRA ENERGY [5.64%] CONSTELLATION ENGY [4.8%] ENTERGY CP [4.16%] PG&E CP [4.1%] AMER TOWER CP [4%] CENTURYTEL INC [3.67%]

31-Aug-09 VERIZON COMMUN [21.79%] AMER ELECTRIC POW CO [8.52%] FIRSTENERGY CP [8.24%] SEMPRA ENERGY [4.75%] CONSTELLATION ENGY [4.52%] SPRINT NXTEL CP [4.33%] ENTERGY CP [4.18%] F P L GROUP INC [3.87%] The DIRECTV Group, Inc. [3.77%] CENTERPOINT ENERGY [3.31%]

Click here for Stock Holding Change Map in Fidelity Telecom and Utilities Fund (FIUIX)

  

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Latest News on Fidelity Telecom and Utilities (FIUIX)

See what is happening with Fidelity Telecom and Utilities Fund (FIUIX)

Best Mutual Fund for Next Quarter (at TheStreet.com) See more news on Fidelity Telecom and Utilities Fund (FIUIX)

 

Books and Resources

 

 

See more information on Fidelity Telecom and Utilities Fund (FIUIX)

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