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Mutual Funds Weekly Roundup: August 2
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The Fidelity Select Utilities Portfolio (FSUTX) is a low-cost, actively managed fund that bets on the utilities sector in the United States in order to generate income. FSUTX focuses its attention on gas, electric utilities and non-regulated power producers over telephone companies and telecommunications utilities. Managers of the fund use fundamental, bottom-up research when building out its holdings to find those firms that exhibit growth elements as well as value and big dividends.
Given its focus on a single segment of the market, FSUTX is best used as a satellite position for investors looking for income. The fund is internally managed by Fidelity.
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| Period | FSUTX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 3.6% | -0.2% | 4.4% | 33.33% |
| 1 Yr | 22.7% | 0.7% | 27.1% | 9.26% |
| 3 Yr | 16.2%* | -5.8% | 16.1% | 12.00% |
| 5 Yr | 9.8%* | -7.3% | 10.4% | 16.33% |
| 10 Yr | 12.1%* | -6.9% | 12.1% | 17.07% |
* Annualized
| Period | FSUTX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 19.9% | 1.6% | 26.2% | 33.33% |
| 2018 | 0.4% | -18.9% | 4.1% | 19.61% |
| 2017 | 11.9% | -6.4% | 13.4% | 14.00% |
| 2016 | 11.1% | -0.4% | 16.5% | 40.00% |
| 2015 | -14.6% | -27.8% | -8.3% | 42.86% |
| Period | FSUTX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 3.6% | -0.2% | 4.4% | 33.33% |
| 1 Yr | 22.7% | 3.1% | 27.1% | 9.26% |
| 3 Yr | 16.2%* | -3.2% | 16.1% | 8.00% |
| 5 Yr | 9.8%* | -6.5% | 10.4% | 22.45% |
| 10 Yr | 12.1%* | 0.2% | 12.1% | 12.20% |
* Annualized
| Period | FSUTX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 19.9% | 4.1% | 26.2% | 33.33% |
| 2018 | 0.9% | -18.9% | 5.1% | 41.18% |
| 2017 | 17.9% | -3.7% | 17.9% | 2.00% |
| 2016 | 14.0% | -0.4% | 23.7% | 38.00% |
| 2015 | -10.8% | -27.8% | -5.5% | 51.02% |
| FSUTX | Category Low | Category High | FSUTX % Rank | |
|---|---|---|---|---|
| Net Assets | 1.31 B | 52 M | 7.01 B | 53.70% |
| Number of Holdings | 30 | 29 | 255 | 90.74% |
| Net Assets in Top 10 | 867 M | 23.3 M | 3.26 B | 44.44% |
| Weighting of Top 10 | 66.99% | 14.3% | 70.2% | 11.11% |
| Weighting | Return Low | Return High | FSUTX % Rank | |
|---|---|---|---|---|
| Stocks | 97.55% | 80.29% | 140.65% | 66.67% |
| Cash | 2.44% | -40.66% | 19.12% | 18.52% |
| Preferred Stocks | 0.00% | 0.00% | 3.41% | 96.30% |
| Other | 0.00% | -19.06% | 0.94% | 79.63% |
| Convertible Bonds | 0.00% | 0.00% | 0.71% | 94.44% |
| Bonds | 0.00% | 0.00% | 15.45% | 85.19% |
| Weighting | Return Low | Return High | FSUTX % Rank | |
|---|---|---|---|---|
| Utilities | 99.07% | 38.00% | 99.07% | 11.11% |
| Energy | 0.93% | 0.00% | 31.24% | 85.19% |
| Technology | 0.00% | 0.00% | 3.82% | 85.19% |
| Real Estate | 0.00% | 0.00% | 4.74% | 96.30% |
| Industrials | 0.00% | 0.00% | 21.73% | 85.19% |
| Healthcare | 0.00% | 0.00% | 3.66% | 85.19% |
| Financial Services | 0.00% | 0.00% | 8.71% | 87.04% |
| Communication Services | 0.00% | 0.00% | 30.34% | 98.15% |
| Consumer Defense | 0.00% | 0.00% | 6.85% | 85.19% |
| Consumer Cyclical | 0.00% | 0.00% | 7.08% | 85.19% |
| Basic Materials | 0.00% | 0.00% | 7.38% | 87.04% |
| Weighting | Return Low | Return High | FSUTX % Rank | |
|---|---|---|---|---|
| US | 95.34% | 41.21% | 104.14% | 48.15% |
| Non US | 2.21% | 0.00% | 62.60% | 66.67% |
| FSUTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.78% | 0.10% | 4.18% | 77.78% |
| Management Fee | 0.54% | 0.09% | 1.00% | 42.59% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.04% | 0.26% | N/A |
| FSUTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 3.50% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 5.00% | N/A |
| FSUTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 2.00% | 2.00% | 77.78% |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| FSUTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 97.00% | 1.00% | 390.00% | 88.89% |
| FSUTX | Category Low | Category High | FSUTX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 6.94% | 100.00% |
| FSUTX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Semi-Annually | Annually | Quarterly | Quarterly |
| FSUTX | Category Low | Category High | FSUTX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.45% | 0.72% | 3.22% | 35.19% |
| FSUTX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Semi-Annually | Annually |
| Date | Amount |
|---|---|
| Dec 05, 2016 | $1.710 |
| Dec 10, 2012 | $0.369 |
| Apr 05, 2012 | $0.259 |
| Dec 05, 2011 | $1.027 |
| Apr 07, 2011 | $0.110 |
| Dec 06, 2010 | $1.000 |
| Apr 12, 2010 | $0.190 |
| Dec 07, 2009 | $1.060 |
| Apr 20, 2009 | $0.190 |
| Dec 08, 2008 | $0.850 |
| Dec 10, 2007 | $1.060 |
| Apr 16, 2007 | $0.150 |
| Dec 04, 2006 | $0.580 |
| Apr 10, 2006 | $0.060 |
| Dec 05, 2005 | $0.800 |
| Apr 11, 2005 | $0.130 |
| Dec 13, 2004 | $0.490 |
| Apr 05, 2004 | $0.130 |
| Dec 15, 2003 | $0.330 |
| Apr 07, 2003 | $0.070 |
| Dec 16, 2002 | $0.380 |
| Apr 08, 2002 | $0.100 |
| Dec 17, 2001 | $0.260 |
| Dec 18, 2000 | $1.900 |
| Apr 10, 2000 | $0.070 |
| Dec 13, 1999 | $0.300 |
| Apr 05, 1999 | $0.120 |
| Dec 14, 1998 | $0.200 |
| Apr 06, 1998 | $0.050 |
| Dec 15, 1997 | $0.390 |
| Apr 14, 1997 | $0.190 |
| Dec 18, 1995 | $0.790 |
| Apr 10, 1995 | $0.050 |
| Apr 12, 1993 | $0.230 |
| Dec 21, 1990 | $0.100 |
| Dec 26, 1989 | $0.260 |
| Jun 30, 1989 | $0.810 |
| Dec 30, 1988 | $0.690 |
Start Date
Tenure
Tenure Rank
Oct 02, 2006
13.25
13.3%
Before joining Fidelity in 2003, Mr. Simmons worked as a financial analyst at the private equity firm Hicks, Muse, Tate & Furst. He has been in the investments industry since 1997. Mr. Simmons earned his BA in finance from The University of Texas at Austin, where he graduated with highest honors, and his MBA from Harvard Business School.
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.21 | 21.01 | 9.0 | 5.67 |
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