4 / 5 Stars
4 4 5 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#4 in Utilities
U.S. News evaluated 18 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 18.14 percent over the past year, 15.26 percent over the past three years, 14.96 percent over the past five years, and 9.68 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||19.6%|
|3 Years (Annualized)||15.3%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||9.7%|
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 are Low compared to funds in the same category.
Fidelity Telecom and Utilities Fund has an expense ratio of 0.78 percent.
Risk is Average compared to funds in the same category according to Morningstar.