Nasdaq - Delayed Quote USD

Fidelity Advisor Utilities Z (FIKIX)

46.35
+0.64
+(1.40%)
At close: 8:00:46 PM EDT

Fund Summary

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.

Fidelity Advisor Utilities Z

Boston, MA 02109
82 Devonshire Street

Fund Overview

Category Utilities
Fund Family Fidelity Investments
Net Assets 1.2B
YTD Return 2.37%
Yield 2.09%
Morningstar Rating
Inception Date Sep 03, 1996

Fund Operations

Last Dividend 0.22
Last Cap Gain 26.00
Holdings Turnover 84.00%
Average for Category --

Fees & Expenses

Expense FIKIX Category Average
Annual Report Expense Ratio (net) 0.60% 0.94%
Prospectus Net Expense Ratio 0.60% --
Prospectus Gross Expense Ratio 0.60% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.92%
Max Deferred Sales Load -- 1.38%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Pranay Kirpalani is a research analyst and portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Kirpalani is responsible for providing research and recommendations on several stocks across Global Infrastructure. Additionally, he serves as portfolio manager of Fidelity Infrastructure Fund, Fidelity Select Utilities Portfolio, Fidelity VIP Utilities Portfolio, and Fidelity Advisor Utilities Fund. He is also a co-manager of Fidelity Telecom and Utilities Fund, FIAM Small/Mid Cap Core Commingled Pool and FIAM Small/Mid Cap Core Utilities Sub Portfolio. As a member of Fidelity’s Stock Selector Large Cap Group, he is also responsible for managing the utilities sleeves for various diversified sector-based portfolios. He has been in the financial industry since 2013. Mr. Kirpalani earned his Bachelor of Arts in economics from The University of Pittsburgh.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers