Fidelity Advisor Utilities A (FUGAX) Fund Ranking and Research

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

Last Trade: $22.78 on 6/18/2013, Change: +0.15 (0.66%)

 

Fund Manager - Douglas Simmons

Fund Manager Information

Fund Manager Tenure: 6.7 years
Similar Funds: FUGCX  FUGIX 
Fund Family: Fidelity Investments
Fund Category: Utilities
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: B (Score: 0.68)     (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

 

Fidelity 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.

 

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

Data for Fidelity Advisor Utilities A Fund (FUGAX) as of Feb 27, 2013

• Fidelity Advisor Utilities A Fund (FUGAX) management has been with Fidelity Advisor Utilities A Fund for 6.7 years
• Fidelity Advisor Utilities A Fund (FUGAX) has good short-term performance (1-year return 17.00% vs 13.70% Utilities category median performance)
• Fidelity Advisor Utilities A Fund (FUGAX) has good mid-term performance (3-year return 14.98% vs 13.57% Utilities category median performance)
• Fidelity Advisor Utilities A Fund (FUGAX) ratio of up-years vs down years is greater than 2
• Asset base in Fidelity Advisor Utilities A Fund (FUGAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
• Fidelity Advisor Utilities A Fund (FUGAX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.03, lower than category average of 10.85
• Fidelity Advisor Utilities A Fund (FUGAX) has a lower expense ratio than its Utilities average: 1.22% vs 1.33%

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

Data for Fidelity Advisor Utilities A Fund (FUGAX) as of Feb 27, 2013

• Fidelity Advisor Utilities A Fund (FUGAX) has a less-than-ideal Long-term performance (5-year return 3.56% vs 4.13% Utilities category median performance)
• 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 195.00% that is higher than the Utilities average of 71.34%. 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) 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 Feb 27, 2013

 

Compare with other top Utilities category mutual funds

Aadditional top Utilities mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Fidelity Advisor Utilities A	7.61	17.00	14.98	3.56
FBR Gas Utility Index Investor (GASFX)	7.41	15.20	18.73	9.25	Compare
Franklin Utilities A (FKUTX)	6.83	14.40	15.12	6.59	Compare
Vanguard Utilities Index Adm (VUIAX)	5.16	11.09	12.66	3.24	Compare

See top fund managers for Utilities Category Funds

 

Compare with Utilities category ETFs

Some Utilities ETFs for your consideration

ETF	Year to Date	One Year	Three Year
First Trust Utilities AlphaDEX (FXU)	3.62%	9.65%	11.24%
PowerShares S&P SmallCap Utilities (PSCU)	6.07%	6.70%	0
iShares S&P Global Utilities (JXI)	1.11%	2.57%	2.08%
Focus Morningstar Utilities Ind (FUI)	6.77%	17.47%	0
Utilities HOLDRs (UTH)	13.63%	16.93%	7.64%

 

Fidelity Advisor Utilities A (FUGAX) Fund Net Asset

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

Date	Net Asset
02/2013	$202.71M
01/2013	$199.87M
12/2012	$190.07M

More historic net asset information on Fidelity Advisor Utilities A Fund (FUGAX)

  

Fidelity Advisor Utilities A (FUGAX) Fund Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
01/2013	2.1%	97.9%	0%	0%
12/2012	0.79%	99.21%	0%	0%
11/2012	0.81%	99.19%	0%	0%

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

 

Top 10 Holdings in Fidelity Advisor Utilities A (FUGAX) Fund

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

Jan 30, 2013 Duke Energy Corporation (Holdin [13.83%] Sempra Energy Common Stock [8.88%] American Electric Power Company [8.15%] Edison International Common Sto [6.52%] The AES Corporation Common Stoc [4.84%] NiSource Inc Common Stock [4.54%] NRG Energy, Inc. Common Stock [4.39%] CenterPoint Energy, Inc (Holdin [4.27%] Calpine Corporation Common Stoc [4.25%] Kinder Morgan, Inc. Common Stoc [4.07%]

Dec 30, 2012 Duke Energy Corporation (Holdin [12.26%] Sempra Energy Common Stock [8.04%] American Electric Power Company [7.75%] Edison International Common Sto [6.63%] ONEOK, Inc. Common Stock [5.55%] NRG Energy, Inc. Common Stock [5.37%] The AES Corporation Common Stoc [5.2%] NextEra Energy, Inc. Common Sto [4.52%] NiSource Inc Common Stock [4.31%] CenterPoint Energy, Inc (Holdin [4.29%]

Nov 30, 2012 Duke Energy Corporation (Holdin [12.48%] Sempra Energy Common Stock [7.99%] American Electric Power Company [7.88%] Edison International Common Sto [6.63%] ONEOK, Inc. Common Stock [5.6%] The AES Corporation Common Stoc [5.53%] NextEra Energy, Inc. Common Sto [4.93%] CenterPoint Energy, Inc (Holdin [4.48%] FirstEnergy Corporation Common [4.32%] NiSource Inc Common Stock [4.26%]

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)

Top 5 Best Performing Utilities Mutual Funds Year to Date Top 5 Best Performing Utilities Mutual Funds Year to Date Top 5 Best Performing Utilities Mutual Funds Year to Date Top 5 Zacks#1 Ranked Utilities Mutual Funds

 

See more information on Fidelity Advisor Utilities A (FUGAX) Fund

Popular pages on Fidelity Advisor Utilities A (FUGAX) Fund

• Fidelity Advisor Utilities A (FUGAX) Fund Research and Recommendation
• Fidelity Advisor Utilities A (FUGAX) Fund Performance Data
• Fidelity Advisor Utilities A (FUGAX) Fund Manager Information
• Historic Fidelity Advisor Utilities A (FUGAX) Fund Asset Allocation Report
• Historic Fidelity Advisor Utilities A (FUGAX) Fund Top 10 Holding Tracking
• Historic Fidelity Advisor Utilities A (FUGAX) Fund Asset Under Management Tracking