Utilities Portfolio Utilities Fund Quote
| FSUTX Fund | USD 124.95 0.55 0.44% |
PerformanceVery Weak
| Odds Of DistressLow
|
Utilities Portfolio is trading at 124.95 as of the 27th of February 2025; that is 0.44% increase since the beginning of the trading day. The fund's open price was 124.4. Utilities Portfolio has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 29th of November 2024 and ending today, the 27th of February 2025. Click here to learn more.
The fund invests primarily in common stocks. It invests at least 80 percent of assets in securities of companies principally engaged in the utilities industry and companies deriving a majority of their revenues from their utility operations. The fund invests in domestic and foreign issuers. More on Utilities Portfolio Utilities
Moving together with Utilities Mutual Fund
| 0.79 | D | Dominion Energy | PairCorr |
| 0.75 | ED | Consolidated Edison | PairCorr |
| 0.75 | ES | Eversource Energy | PairCorr |
| 0.69 | FE | FirstEnergy | PairCorr |
| 0.67 | HE | Hawaiian Electric | PairCorr |
Moving against Utilities Mutual Fund
Utilities Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Utilities Funds, Utilities, Fidelity Investments, Large, Utilities (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of April 2023 |
| Fiscal Year End | February |
Utilities Portfolio Utilities [FSUTX] is traded in USA and was established 27th of February 2025. Utilities Portfolio is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Utilities category and is part of Fidelity Investments family. This fund currently has accumulated 1.4 B in assets under management (AUM) with no minimum investment requirementsUtilities Portfolio is currently producing year-to-date (YTD) return of 4.34% with the current yeild of 0.02%, while the total return for the last 3 years was 14.73%.
Check Utilities Portfolio Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Utilities Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Utilities Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Utilities Portfolio Utilities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Utilities Portfolio Utilities Mutual Fund Constituents
| DTE | DTE Energy | Stock | Utilities | |
| ES | Eversource Energy | Stock | Utilities | |
| NRG | NRG Energy | Stock | Utilities | |
| T | ATT Inc | Stock | Communication Services | |
| AES | The AES | Stock | Utilities | |
| SRE | Sempra Energy | Stock | Utilities | |
| SO | Southern Company | Stock | Utilities | |
| PEG | Public Service Enterprise | Stock | Utilities |
Utilities Portfolio Risk Profiles
| Mean Deviation | 0.8199 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.25 | |||
| Risk Adjusted Performance | (0.02) |
Utilities Portfolio Against Markets
Other Information on Investing in Utilities Mutual Fund
Utilities Portfolio financial ratios help investors to determine whether Utilities Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Utilities with respect to the benefits of owning Utilities Portfolio security.
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