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Fidelity Telecom and Utilities (FIUIX)

31.82 -0.27 (-0.84%)
As of 8:10:14 AM EDT. Market Open.
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  • Previous Close 32.09
  • YTD Return -5.82%
  • Expense Ratio 0.68%
  • Category Utilities
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 1.18B
  • Beta (5Y Monthly) 0.42
  • Yield 2.14%
  • 5y Average Return --
  • Holdings Turnover 94.00%
  • Last Dividend 0.47
  • Inception Date Nov 27, 1987

The fund invests primarily in common stocks. It invests at least 80% of assets in securities of telecommunications services companies and utility companies. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.

Fidelity Investments

Fund Family

Utilities

Fund Category

1.18B

Net Assets

1987-11-27

Inception Date

Performance Overview

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Trailing returns as of 10/26/2026. Category is Utilities.

YTD Return

FIUIX
5.82%
Category
4.24%

1-Year Return

FIUIX
8.40%
Category
18.66%

3-Year Return

FIUIX
14.91%
Category
9.19%

5-Year Return

FIUIX
9.74%
Category
7.16%

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