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Fidelity Advisor Utilities A (FUGAX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Advisor Utilities A (FUGAX) Fund

    Last Trade: $26.17 on 10/21/2014, Change: +0.24 (0.93%)

 

Graph of Fidelity Advisor Utilities A Fund (FUGAX) ManagerFund Manager - Douglas Simmons

Fund Manager Information

Fund Manager Tenure: 8.1 years
Similar Funds: FUGCX  FUGIX 
Fund Family: Fidelity Investments
Fund Category: Utilities
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Douglas Simmons is co-manager of the fund, which he has managed since November 2009, and is manager of Fidelity Utilities Central Fund. He also manages other Fidelity funds. Mr. Simmons joined Fidelity Investments in 2003 after receiving his MBA from Harvard Business School. He is also a member of FMR's Multi-Manager Group.  Get more insights on Douglas Simmons

 

Graph of Fidelity Advisor Utilities A Fund (FUGAX) ProfileFidelity Advisor Utilities A Fund (FUGAX) Profile

Fund Profile and Description

Fidelity Advisor Utilities A Fund seeks capital appreciation. Fidelity Advisor Utilities A Fund normally invests primarily in common stocks and normally invests at least 80% of assets in securities of companies principally engaged in the utilities industry and companies deriving a majority of their revenues from their utility operations. It invests in domestic and foreign issuers and uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. Fidelity Advisor Utilities A Fund is non-diversified.

 

Fidelity Advisor Utilities A (FUGAX) Fund Strength What we like about Fidelity Advisor Utilities A (FUGAX) Fund

Data for Fidelity Advisor Utilities A Fund (FUGAX) as of Sep 29, 2014

  • Fidelity Advisor Utilities A Fund (FUGAX) management has been with Fidelity Advisor Utilities A Fund for 8.1 years
  • Fidelity Advisor Utilities A Fund (FUGAX) has good short-term performance (1-year return 20.33% vs 16.23% Utilities category median performance)
  • Fidelity Advisor Utilities A Fund (FUGAX) has good mid-term performance (3-year return 16.21% vs 15.30% Utilities category median performance)
  • Fidelity Advisor Utilities A Fund (FUGAX) has good Long-term performance (5-year return 14.11% vs 13.23% Utilities category median performance)
  • Fidelity Advisor Utilities A Fund (FUGAX) ratio of up-years vs down years is greater than 2
  • Fidelity Advisor Utilities A Fund (FUGAX) has a lower expense ratio than its Utilities average: 1.15% vs 1.20%

Fidelity Advisor Utilities A Fund (FUGAX) Weakness What we are cautious about Fidelity Advisor Utilities A (FUGAX) Fund

Data for Fidelity Advisor Utilities A Fund (FUGAX) as of Sep 29, 2014

  • Fidelity Advisor Utilities A Fund (FUGAX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Utilities A Fund (FUGAX) has an annual stock turnover rate of 112.00% that is higher than the Utilities average of 65.38%. This could mean Fidelity Advisor Utilities A is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity Advisor Utilities A Fund (FUGAX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.96 that is higher than category average of 11.16
  • Fidelity Advisor Utilities A Fund (FUGAX) carries a 5.75% load
  • As a Utilities focused fund, Fidelity Advisor Utilities A Fund (FUGAX) is less diversified and has inherited sector risks associated with the fund
See Fidelity Advisor Utilities A Fund (FUGAX) performance details as of Sep 29, 2014

 

What do you think?

 

Compare Fidelity Advisor Utilities A Fund (FUGAX)Compare with other top Utilities category mutual funds

Aadditional top Utilities mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Advisor Utilities A14.4820.3316.2114.11
Hennessy Gas Utility Index Investor (GASFX)16.0723.5521.1519.29Compare
Prudential Jennison Utility B (PRUTX)17.7626.3522.4417.00Compare
MFS Utilities I (MMUIX)11.9717.0718.4914.52Compare

See top fund managers for Utilities Category Funds

 

Compare Fidelity Advisor Utilities A Fund (FUGAX)Compare with Utilities category ETFs

Some Utilities ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P International Utilities Sector (IPU)6.54%9.88%7.25%
WisdomTree International Utilities (DBU)8.17%9.48%7.31%
Rydex S&P Equal Weight Utilities (RYU)16.15%19.83%15.00%
Utilities Select Sector SPDR (XLU)13.74%16.79%12.03%
PowerShares Dynamic Utilities (PUI)7.89%16.58%15.49%

 

Graph of Fidelity Advisor Utilities A Fund (FUGAX) Net Asset TrackingFidelity Advisor Utilities A (FUGAX) Fund Net Asset

Track net asset change of Fidelity Advisor Utilities A fund (FUGAX)

DateNet Asset
09/2014$304.77M
08/2014$315.45M
07/2014$308.87M
More historic net asset information on Fidelity Advisor Utilities A Fund (FUGAX)

  

Graph of Fidelity Advisor Utilities A Fund (FUGAX) Portfolio TrackingFidelity Advisor Utilities A (FUGAX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Utilities A fund (FUGAX)

DateCashStockBondOther
08/20140.84%99.16%0%0%
07/20142.21%97.79%0%0%
06/20144.45%95.55%0%0%
Click here to see more historic asset allocation information on Fidelity Advisor Utilities A Fund (FUGAX)

 

graph of Fidelity Advisor Utilities A Fund (FUGAX) Top 10 Position TrackingTop 10 Holdings in Fidelity Advisor Utilities A (FUGAX) Fund

Discover what Fidelity Advisor Utilities A Fund (FUGAX) manager is buying

Aug 30, 2014
Dominion Resources, Inc. Common [10.63%]
NextEra Energy, Inc. Common Sto [10.45%]
Sempra Energy Common Stock [7.88%]
PP&L Corporation Common Stock [6.22%]
Exelon Corporation Common Stock [5.98%]
NiSource Inc Common Stock [4.93%]
OGE Energy Corporation Common S [4.92%]
Edison International Common Sto [4.71%]
Pacific Gas & Electric Co. Comm [3.95%]
Williams Companies, Inc. (The) [3.9%]

Jul 30, 2014
Dominion Resources, Inc. Common [10.28%]
NextEra Energy, Inc. Common Sto [10.14%]
Sempra Energy Common Stock [7.59%]
PP&L Corporation Common Stock [7.04%]
Edison International Common Sto [6.38%]
Exelon Corporation Common Stock [5.83%]
OGE Energy Corporation Common S [4.79%]
NiSource Inc Common Stock [4.67%]
ITC Holdings Corp. Common Stock [3.93%]
Verizon Communications Inc. Com [3.16%]

Jun 29, 2014
NextEra Energy, Inc. Common Sto [9.9%]
Dominion Resources, Inc. Common [9.02%]
Sempra Energy Common Stock [7.42%]
Exelon Corporation Common Stock [7.27%]
PP&L Corporation Common Stock [7.15%]
Edison International Common Sto [6.39%]
OGE Energy Corporation Common S [4.96%]
NiSource Inc Common Stock [4.6%]
NRG Energy, Inc. Common Stock [3.4%]
American Electric Power Company [3.33%]
Click here for Stock Holding Change Map in Fidelity Advisor Utilities A Fund (FUGAX)

  

Latest News on Fidelity Advisor Utilities A (FUGAX) Fund

See what is happening with Fidelity Advisor Utilities A Fund (FUGAX)

 

Fidelity Advisor Utilities A Fund (FUGAX) Related ResourcesSee more information on Fidelity Advisor Utilities A (FUGAX) Fund

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