3 / 5 Stars
4 5 5 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#3 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.
The fund has returned 30.08 percent over the past year, 16.67 percent over the past three years, 17.24 percent over the past five years, and 11.21 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||19.8%|
|3 Years (Annualized)||16.7%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||11.2%|
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests at least 80% 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. 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 are Low compared to funds in the same category.
Fidelity Advisor® Utilities Fund has an expense ratio of 1.16 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.