Fidelity Advisor Utilities Fund Quote
| FUGIX Fund | USD 45.82 0.32 0.69% |
PerformanceWeak
| Odds Of DistressLow
|
Fidelity Advisor is trading at 45.82 as of the 23rd of March 2025; that is 0.69 percent decrease since the beginning of the trading day. The fund's open price was 46.14. Fidelity Advisor has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund normally 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 Fidelity Advisor Utilities
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Utilities Funds, Utilities, Fidelity Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
Fidelity Advisor Utilities [FUGIX] is traded in USA and was established 23rd of March 2025. Fidelity Advisor 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 354.49 M in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Uti is currently producing year-to-date (YTD) return of 2.03% with the current yeild of 0.02%, while the total return for the last 3 years was 11.28%.
Check Fidelity Advisor 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 Fidelity 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 Fidelity 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 Fidelity Advisor 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 Fidelity Advisor Utilities Mutual Fund Constituents
| ES | Eversource Energy | Stock | Utilities | |
| DTE | DTE Energy | Stock | Utilities | |
| NRG | NRG Energy | Stock | Utilities | |
| EVRG | Evergy, | Stock | Utilities | |
| VST | Vistra Energy Corp | Stock | Utilities | |
| SRE | Sempra Energy | Stock | Utilities | |
| SO | Southern Company | Stock | Utilities | |
| PPL | PPL Corporation | Stock | Utilities |
Fidelity Advisor Uti Risk Profiles
| Mean Deviation | 0.8588 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.32 | |||
| Risk Adjusted Performance | (0.03) |
Fidelity Advisor Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Advisor financial ratios help investors to determine whether Fidelity 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 Fidelity with respect to the benefits of owning Fidelity Advisor security.
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