Fidelity® Telecom and Utilities Fund

Class No Load (FIUIX)
Scorecard
4 / 5 Stars
Lipper
4 4 5 5 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
A+ (Buy)

#2 in Utilities

U.S. News evaluated 17 Utilities Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.37 percent over the past year, 15.51 percent over the past three years, 17.72 percent over the past five years, and 10.54 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 13.9%
1 Year 26.4%
3 Years (Annualized) 15.5%
5 Years (Annualized) 17.7%
10 Years (Annualized) 10.5%

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Summary

The investment seeks high total return through a combination of current income and capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of assets in securities of telecommunications services companies and utility companies. The fund invests in domestic and foreign issuers. It 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. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Fidelity® Telecom and Utilities Fund has an expense ratio of 0.76 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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