FIUIX (Fidelity Telecom & Utils)
Net Asset Value: 20.51
1-Day Return:
-0.04 (0.29%)
YTD Return as of 4/5/13: 10.57%
Classification: Utility Objective: Utility Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 4/05/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 10.57 | 20.63 | 15.75 | 5.06 | 10.55 |
| Classification | 10.86 | 16.34 | 11.33 | 3.66 | 11.62 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 54 | 25 | 4 | 39 | 74 |
Fund Stats
More| Investment Objective: | Utility |
|---|---|
| Net Assets ($Mil) | 1,008.20 |
| Inception Date: | 11/27/87 |
| Manager Name, Tenure | Douglas Simmons, 2006 |
| Expense Ratio: | 0.75% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 10/31/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Verizon Communications Inc Ord | VZ | 13.07 |
| Duke Energy Corp Ord | DUK | 8.65 |
| Firstenergy Corp Ord | FE | 6.96 |
| Edison International Ord | EIX | 6.15 |
| Nextera Energy Inc Ord | NEE | 5.99 |
| Sempra Energy Ord | SRE | 5.21 |
| American Electric Power Company Inc Ord | AEP | 4.87 |
| American Tower Corp | AMT | 4.10 |
| Centurylink Inc Ord | CTL | 4.03 |
| At&t Inc Ord | T | 3.46 |
| % of Total Holdings | 62.49 | |
