Utilities Portfolio Utilities Fund Quote
| FSUTX Fund | USD 103.43 0.80 0.78% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Utilities Portfolio is trading at 103.43 as of the 24th of April 2024; that is 0.78 percent up since the beginning of the trading day. The fund's open price was 102.63. Utilities Portfolio has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Utilities Portfolio Utilities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
The fund invests primarily in common stocks. It invests at least 80 percent of assets in securities of companies principally engaged in the utilities industry and companies deriving a majority of their revenues from their utility operations. The fund invests in domestic and foreign issuers. More on Utilities Portfolio Utilities
Moving together with Utilities Mutual Fund
| 0.92 | D | Dominion Energy Financial Report 3rd of May 2024 | PairCorr |
| 0.78 | ES | Eversource Energy Financial Report 1st of May 2024 | PairCorr |
| 0.78 | FE | FirstEnergy Earnings Call This Week | PairCorr |
| 0.95 | NI | NiSource Earnings Call This Week | PairCorr |
Moving against Utilities Mutual Fund
| 0.83 | HE | Hawaiian Electric Financial Report 14th of May 2024 | PairCorr |
| 0.78 | RNWWW | ReNew Energy Global | PairCorr |
| 0.76 | ELIQ | Electriq Power Holdings Symbol Change | PairCorr |
| 0.72 | ELPC | Companhia Paranaense | PairCorr |
| 0.52 | ENLT | Enlight Renewable Energy Financial Report 9th of May 2024 | PairCorr |
Utilities Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Utilities Portfolio's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Utilities Portfolio or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Fidelity Investments Funds, Large Funds, Utilities Funds, Utilities, Fidelity Investments, Large, Utilities (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 29th of April 2023 |
| Fiscal Year End | February |
Utilities Portfolio Utilities [FSUTX] is traded in USA and was established 24th of April 2024. Utilities Portfolio is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Utilities category and is part of Fidelity Investments family. This fund currently has accumulated 1.4 B in assets under management (AUM) with no minimum investment requirementsUtilities Portfolio is currently producing year-to-date (YTD) return of 4.54% with the current yeild of 0.02%, while the total return for the last 3 years was 6.24%.
Check Utilities Portfolio Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Utilities Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Utilities Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Utilities Portfolio Utilities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Utilities Portfolio Utilities Mutual Fund Constituents
| DTE | DTE Energy | Stock | Utilities |
| AGR | Avangrid | Stock | Utilities |
| ES | Eversource Energy | Stock | Utilities |
| NRG | NRG Energy | Stock | Utilities |
| T | ATT Inc | Stock | Communication Services |
| AES | The AES | Stock | Utilities |
| SRE | Sempra Energy | Stock | Utilities |
Utilities Portfolio Target Price Odds Analysis
Based on a normal probability distribution, the odds of Utilities Portfolio jumping above the current price in 90 days from now is about 6.16%. The Utilities Portfolio Utilities probability density function shows the probability of Utilities Portfolio mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Utilities Portfolio has a beta of 0.9042. This usually indicates Utilities Portfolio Utilities market returns are sensitive to returns on the market. As the market goes up or down, Utilities Portfolio is expected to follow. Additionally, utilities Portfolio Utilities has an alpha of 0.0728, implying that it can generate a 0.0728 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Utilities Portfolio to move above the current price in 90 days from now is about 6.16 (This Utilities Portfolio Utilities probability density function shows the probability of Utilities Mutual Fund to fall within a particular range of prices over 90 days) .
Utilities Portfolio Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Utilities Portfolio market risk premium is the additional return an investor will receive from holding Utilities Portfolio long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Utilities Portfolio. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Utilities Portfolio's alpha and beta are two of the key measurements used to evaluate Utilities Portfolio's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.8424 | |||
| Semi Deviation | 0.9938 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.32 |
Utilities Portfolio Against Markets
Picking the right benchmark for Utilities Portfolio mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Utilities Portfolio mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Utilities Portfolio is critical whether you are bullish or bearish towards Utilities Portfolio Utilities at a given time. Please also check how Utilities Portfolio's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Utilities Portfolio without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Utilities Mutual Fund?
Before investing in Utilities Portfolio, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Utilities Portfolio. To buy Utilities Portfolio fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Utilities Portfolio. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Utilities Portfolio fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Utilities Portfolio Utilities fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Utilities Portfolio Utilities fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Utilities Portfolio Utilities, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Utilities Portfolio Utilities?
The danger of trading Utilities Portfolio Utilities is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Utilities Portfolio is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Utilities Portfolio. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Utilities Portfolio is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Utilities Portfolio Utilities. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.