Utilities Portfolio Competition

FSUTX Fund

USD 133.71 1.93 1.46%

Utilities Portfolio competes with Consumer Discretionary, Telecommunications, Consumer Staples, Financial Services, and Transportation Portfolio; as well as few others. The fund is listed under Utilities category and is part of Fidelity Investments family. Analyzing Utilities Portfolio competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Utilities Portfolio to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Utilities Portfolio Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Utilities Portfolio competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Utilities Portfolio's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
130.87	131.95	133.03

Details

Intrinsic

Valuation

Low	Real	High
114.18	115.26	144.89

Details

Utilities Portfolio Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Utilities Portfolio and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Utilities and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Utilities Portfolio does not affect the price movement of the other competitor.

	FSCPX	FSTCX	FDFAX	FIDSX	FSRFX
FSCPX		0.87	-0.49	0.85	0.9	FSCPX
FSTCX	0.87		-0.5	0.88	0.88	FSTCX
FDFAX	-0.49	-0.5		-0.67	-0.55	FDFAX
FIDSX	0.85	0.88	-0.67		0.94	FIDSX
FSRFX	0.9	0.88	-0.55	0.94		FSRFX
	FSCPX	FSTCX	FDFAX	FIDSX	FSRFX

Click cells to compare fundamentals

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High positive correlations

FSRFX	+ 0.94	FIDSX
FSRFX	+ 0.9	FSCPX
FIDSX	+ 0.88	FSTCX
FSRFX	+ 0.88	FSTCX
FSTCX	+ 0.87	FSCPX
FIDSX	+ 0.85	FSCPX

High negative correlations

FIDSX	- 0.67	FDFAX
FSRFX	- 0.55	FDFAX
FDFAX	- 0.5	FSTCX
FDFAX	- 0.49	FSCPX

Risk-Adjusted Indicators

There is a big difference between Utilities Mutual Fund performing well and Utilities Portfolio Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Utilities Portfolio's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
FSCPX	0.88	0.22	0.08	(1.86)	0.79	(0.98)	2.00	(1.67)	4.61
FSTCX	0.70	0.10	0.05	0.31	0.80	(0.76)	1.34	(1.67)	4.60
FDFAX	0.51	(0.01)	(0.15)	0.04	0.71	(0.47)	0.96	(1.28)	2.56
FIDSX	0.83	0.09	0.17	0.18	0.51	(1.07)	1.90	(1.19)	9.82
FSRFX	0.80	0.17	0.06	(5.38)	0.73	(0.88)	1.77	(1.28)	6.03

Unable to evaluate fundamental data of [FSCPX, FSTCX, FDFAX, FIDSX, FSRFX] at this time. Please try again later

All Fundamental Data

Utilities Portfolio Competitive Analysis

The better you understand Utilities Portfolio competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Utilities Portfolio's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Utilities Portfolio's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	FSUTX	FSCPX	FSTCX	FDFAX	FIDSX	FSRFX
	1.46 133.71 Utilities	0.16 71.04 Consumer	0.70 57.74 Telecommunications	0.17 99.13 Consumer	0.12 16.65 Financial	2.10 119.21 Transportation
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Solid	Solid	Weak	Solid	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Under Valued	Over Valued	Under Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Sell	Buy	Cautious Hold	Strong Buy	Strong Sell
Net Asset	1.4 B	470.04 M	191.38 M	1.59 B	512.21 M	594.41 M
Price To Book	1.78 X	6.27 X	2.06 X	3.99 X	1.38 X	3.06 X
Five Year Return	11.62 %	13.46 %	6.55 %	8.07 %	15.24 %	12.23 %
One Year Return	41.51 %	31.11 %	35.74 %	11.96 %	54.21 %	23.94 %
Last Dividend Paid	N/A	N/A	0.3	0.11	0.01	0.5
Price To Earning	19.47 X	24.02 X	21.04 X	20.28 X	15.91 X	15.85 X
Price To Sales	1.59 X	1.98 X	1.20 X	1.05 X	2.40 X	1.22 X
Cash Position Weight	0.66 %	0.12 %	2.74 %	0.21 %	1.61 %	2.59 %
Equity Positions Weight	99.34 %	99.88 %	97.26 %	99.79 %	98.39 %	97.41 %
Three Year Return	14.59 %	2.37 %	3.89 %	5.99 %	12.89 %	8.18 %
Annual Yield	0.02 %	0.0004 %	0.02 %	0.02 %	0.02 %	0.02 %
Year To Date Return	37.12 %	20.24 %	27.41 %	8.73 %	39.17 %	14.69 %
Ten Year Return	11.45 %	14.15 %	10.03 %	9.64 %	6.30 %	10.40 %
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	133.71	71.04	57.74	99.13	16.65	119.21
Period Momentum Indicator	1.93	0.11	0.4	0.17	(0.02)	(2.56)
Rate Of Daily Change	1.01	1.0	1.01	1.0	1.0	0.98
Day Median Price	133.71	71.04	57.74	99.13	16.65	119.21
Price Action Indicator	0.97	0.055	0.2	0.085	(0.01)	(1.28)
Coefficient Of Variation	534.45	514.77	522.29	4109.21	476.61	622.08
Mean Deviation	0.829	0.8809	0.7008	0.5101	0.833	0.7972
Jensen Alpha	0.1653	0.2175	0.1002	(0.01)	0.0923	0.1738
Total Risk Alpha	0.0239	0.0331	0.0229	(0.09)	0.0607	(0)
Sortino Ratio	0.0707	0.0831	0.0468	(0.15)	0.1667	0.0552
Downside Variance	0.9868	1.07	0.9241	0.5453	0.7373	0.8678
Standard Deviation	1.06	1.1	0.907	0.6389	1.3	1.12
Kurtosis	0.663	(0.22)	0.6807	(0.21)	16.05	3.73
Potential Upside	1.87	2.0	1.34	0.9567	1.9	1.77
Treynor Ratio	0.9507	(1.86)	0.3058	0.0362	0.1833	(5.38)
Maximum Drawdown	5.83	4.61	4.6	2.56	9.82	6.03
Variance	1.13	1.22	0.8226	0.4082	1.68	1.25
Market Risk Adjusted Performance	0.9607	(1.85)	0.3158	0.0462	0.1933	(5.37)
Risk Adjusted Performance	0.1458	0.1515	0.1479	0.0166	0.1645	0.126
Skewness	(0.03)	(0.05)	(0.21)	(0.50)	2.89	1.15
Semi Deviation	0.8291	0.7936	0.8009	0.7139	0.5078	0.725
Information Ratio	0.0661	0.0778	0.0496	(0.18)	0.1105	0.0459
Value At Risk	(1.28)	(1.67)	(1.67)	(1.28)	(1.19)	(1.28)
Expected Short fall	(0.95)	(0.98)	(0.76)	(0.47)	(1.07)	(0.88)
Downside Deviation	0.9934	1.03	0.9613	0.7384	0.8587	0.9316
Semi Variance	0.6873	0.6299	0.6414	0.5097	0.2579	0.5256

Utilities Portfolio Competition Performance Charts

Five steps to successful analysis of Utilities Portfolio Competition

Utilities Portfolio's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Utilities Portfolio in relation to its competition. Utilities Portfolio's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Utilities Portfolio in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Utilities Portfolio's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Utilities Portfolio, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Utilities Portfolio position

In addition to having Utilities Portfolio in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Communication

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Communication theme has 61 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Communication Theme or any other thematic opportunities.

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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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