| 20.90 Net Asset Value | -0.33% 1 Day | +12.12% Year-to-Date | Overall Morningstar Rating |
| Utilities Style or Category | No Load Sales Expenses | 0.83% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -0.71% | 3 years | +18.75% | |
| 3 months | +9.01% | 5 years | +4.41% | |
| 1 year | +21.38% | Since inception | +9.28% |
| FIUIX | Category | |
|---|---|---|
| Performance 5-yr return | +4.41% | +4.60% |
| Expense ratio | 0.83% | 1.32% |
| Risk 5 year sharpe ratio | 0.41 | 0.33 |
| Net assets | $1.1B | $1.1B |
| Average market cap | $22.6B | $16.8B |
| Average P/E | 22.0 | 16.7 |
| Portfolio turnover | 96% | 96% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Fidelity Investments |
| Fund manager & tenure | Douglas Simmons / 7 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Utilities | 51.55% |
| Telecommunication | 40.44% |
| Energy | 4.09% |
| Media | 3.92% |
| Business service | 0.00% |
| DUK Duke Energy Corporation | 9.35% |
| VZ Verizon Communications Inc | 7.51% |
| CMCSA Comcast Corp Class A | 7.12% |
| SRE Sempra Energy | 6.53% |
| AEP American Electric Power Co Inc | 6.19% |
| EIX Edison International | 6.13% |
| CTL CenturyLink Inc | 5.08% |
| AMT American Tower Corp | 4.59% |
| AES AES Corp | 4.24% |
| NRG NRG Energy Inc | 3.18% |
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