FUGAX Rating, Research - Fidelity Advisor Utilities A

Fidelity Advisor Utilities A (fugax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 28

Threats + Weaknesses = 18

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fugax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fidelity Advisor Utilities A (FUGAX) Description: FUGAX is a mutual fund, which is an investment that owns a basket of assets. The FUGAX mutual fund was provided by Fidelity and this investment vehicle derives the majority of its value from equity holdings (stocks). Fidelitys mutual fund has a medium management tenure and is in the small fund size classification. FUGAXs minimum initial investment amount is $2500 while the IRA minimum is $500. FUGAXs expense ratio is roughly 1%. The latest FUGAXs front end load was 6% and the back end load was 0%. The Fidelity Advisor Utilities A (FUGAX) mutual fund falls under the utilities category. FUGAX focuses its investments in USA and FUGAX is focused on the utilities industry or fund sector. The Fidelity Advisor Utilities A (FUGAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FUGAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FUGAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests primarily in common stocks (see stock research) of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund typically invests between 25-75% of total assets in securities of U.S. companies and between 25-75% of total assets in securities of non-U.S. companies. Its foreign investments include foreign government obligations and foreign common stock. The fund does not expect to invest more than 15% of assets in securities of companies based in emerging markets.

Management Analysis Update

Performance Analysis Update