Fidelity Advisor Utilities Fund Quote

FUGIX Fund  USD 45.65  0.29  0.63%   

Performance

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Odds Of Distress

Less than 23

 
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Fidelity Advisor is trading at 45.65 as of the 1st of February 2025; that is 0.63 percent decrease since the beginning of the trading day. The fund's open price was 45.94. Fidelity Advisor has about a 23 % 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 2nd of January 2025 and ending today, the 1st of February 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

Moving together with Fidelity Mutual Fund

  0.7D Dominion EnergyPairCorr
  0.73ED Consolidated Edison Sell-off TrendPairCorr
  0.73ES Eversource EnergyPairCorr
  0.78FE FirstEnergy Earnings Call This WeekPairCorr
  0.74HE Hawaiian ElectricPairCorr

Moving against Fidelity Mutual Fund

  0.71ENIC Enel Chile SAPairCorr
  0.51CDZIP Cadiz Depositary SharesPairCorr

Fidelity Mutual Fund Highlights

Fund ConcentrationFidelity Investments Funds, Large Funds, Utilities Funds, Utilities, Fidelity Investments (View all Sectors)
Update Date31st of December 2024
Fidelity Advisor Utilities [FUGIX] is traded in USA and was established 1st of February 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 4.5% with the current yeild of 0.02%, while the total return for the last 3 years was 13.56%.
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

ESEversource EnergyStockUtilities
DTEDTE EnergyStockUtilities
NRGNRG EnergyStockUtilities
EVRGEvergy,StockUtilities
VSTVistra Energy CorpStockUtilities
SRESempra EnergyStockUtilities
SOSouthern CompanyStockUtilities
PPLPPL CorporationStockUtilities
More Details

Fidelity Advisor Uti Risk Profiles

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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