FUGCX Rating, Research - Fidelity Advisor Utilities C

Fidelity Advisor Utilities C (fugcx)

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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 = 23

Threats + Weaknesses = 14

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

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 Update

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.

Management Analysis Update

Performance Analysis Update