Fidelity Advisor Utilities C (fugcx)
Last Updated by WikiWealth | Update This Page Now
►Summary | Add New Mutual Fund | Feedback
Asset Allocation (% of Port)
| US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
| North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Fidelity Advisor Utilities C (FUGCX) Description: FUGCX is a mutual fund, which is an investment that owns a basket of assets. The FUGCX 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. FUGCXs minimum initial investment amount is $2500 while the IRA minimum is $500. FUGCXs expense ratio is roughly 2%. The latest FUGCXs front end load was 0% and the back end load was 1%. The Fidelity Advisor Utilities C (FUGCX) mutual fund falls under the utilities category. FUGCX focuses its investments in USA and FUGCX is focused on the utilities industry or fund sector. The Fidelity Advisor Utilities C (FUGCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FUGCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FUGCXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks capital appreciation. The fund invests mainly in equity securities (see equity research) (including securities convertible into, or that This investment vehicle Manager expects to be exchanged for, common or preferred stock) of companies of any nation that This investment vehicle manager believes are available at market prices less than their value. It expects to invest substantially, and may invest up to 100% of assets, in foreign securities.


Post preview:
Close preview