FUGCX Mutual Fund

NAV$49.24

Fund Essentials

Net Assets
$97M
Expense Ratio
1.73%
Dividend Yield (Current)
0.84%
Holdings
32
Inception Date
Nov 3, 1997
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+12.95%
1 Year+10.46%
3 Year+14.92%
5 Year+13.71%
10 Year+11.04%

Asset Allocation

Stocks: 99.34%
Cash: 0.67%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.84%
Frequency
Monthly
Latest Distribution
$0.71
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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FUGCX Mutual Fund Overview

FUGCX Mutual Fund (Fidelity Advisor Utilities Fund Class C) is managed by Fidelity Investments (US) with $96.8M in net assets. FUGCX expense ratio is 1.73%, holding 32 positions across various sectors. Inception date: 1997-11-03.

FUGCX performance shows a YTD return of 12.95%. The 1-year return is 10.46% and the 5-year return is 13.71%. FUGCX dividend yield stands at 0.84%, paid monthly.

FUGCX top holdings include a diversified portfolio. View all FUGCX holdings, sector breakdown, or dividend history.

FUGCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FUGCX alternatives are available via the screener, along with tax-loss harvesting opportunities.