Back to top
more

Fidelity Select Portfolios Utilities Portfolio: (MF: FSUTX)

(NASDAQ Mutual Funds) As of Jul 2, 2020 08:00 PM ET

 Add to portfolio

$82.46 USD

+0.45 (0.55%)

Zacks MF Rank 3-Hold of 5     3    

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2020

Total Return %* Percentile Rank Objective
YTD -9.95 72
3 months -5.14 81
6 months -7.46 73
1 Year 1.49 52
3 Year 7.82 8
5 Year 8.10 17
10 Year 11.45 18

* Annual for three years and beyond.

Zacks Premium Research for FSUTX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Hold 3
MF Research Report

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

%Unrealized Gain YTD 13.45
% Yield 2.28
% SEC Yield NA
Net Assets (Mil $) 5/31/2020 1,041.07
%Turnover 5/31/2020 65.00

Risk

3 Year 5 Year 10 Year
Beta 0.55 0.53 0.47
Alpha 1.67 2.66 5.19
R Squared 0.45 0.34 0.28
Std. Dev. 13.82 13.33 12.14
Sharpe 0.51 0.59 3.00

Sector / Country Weightings

As of 5/31/2020 % of Portfolio
Utilities 87.19
Energy 11.60
Services 0.80

Portfolio Holdings

Top Equity Holdings
(As of 2/29/2020)
% of Portfolio Value (Mil$)
~DOMINION ENERGY PLC 11.60 144.71
EXELON CORP 9.71 121.06
SEMPRA ENERGY 8.51 106.15
SOUTHERN CO/THE 7.50 93.50
EDISON INTL 7.15 89.20
EVERGY INC 6.36 79.36
NEXTERA ENERGY INC 5.08 63.31
DUKE ENERGY CORP 5.05 63.03
ENTERGY CORP 4.99 62.17

Stock Holding % of Net Assets

As Of 2/29/2020
Total Issues 29
Avg. P/E 14.74
Avg. P/Book 2.30
Avg. EPS Growth 4.36
Avg. Market Value (Mil $) 39,266

Allocation

% of Portfolio
Large Growth 0.00
Large Value 44.42
Small Growth 0.00
Small Value 0.00
Foreign Stock 29.23
Emerging Market 0.00
Precious Metal 7.07
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00