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Fidelity Advisor Utilities Fund - Class A (FUGAX)
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07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 406.05M
Fidelity Advisor Utilities A
46.02
+0.34
+0.74%
- Overview
- Profile
- Historical Data
- Holdings
FUGAX Overview
On this page you'll find an in-depth profile of Fidelity Advisor Utilities Fund - Class A. Learn about the key management, total assets, investment strategy and contact information of FUGAX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests at least 80% 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. 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.
Contact Information
Address
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Phone
416-307-5200
Fax
1-800-387-8092
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Douglas Simmons | Portfolio Manager | 2006 | Now |
| Biography | Douglas Simmons is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Simmons manages Fidelity Telecom and Utilities Fund, Fidelity Select Utilities Portfolio, Fidelity VIP Utilities Portfolio, and the Fidelity Advisor Utilities Fund. As a member of Fidelity’s Stock Selector Large Cap Group, he is also responsible for managing the utilities sleeves for various diversified sector-based portfolios. Prior to assuming his current responsibilities in September 2005, Mr. Simmons served as a utilities analyst covering the electric and gas utility stocks. Before joining Fidelity in 2003, Mr. Simmons worked as a financial analyst at the private equity firm Hicks, Muse, Tate & Furst. Previously, Mr. Simmons was an investment banking analyst at Morgan Stanley. He has been in the financial industry since 1997. Mr. Simmons earned his bachelor of business administration degree in finance from the University of Texas at Austin, where he graduated with highest honors, and his master of business administration degree from Harvard Business School. | ||
| Brian Younger | Research Analyst, Portfolio Manager | 2003 | 2006 |
| Biography | Younger is a portfolio manager with Fidelity Investments. Since joining Fidelity Investments in June 1998, he has worked as a research analyst and portfolio manager. | ||
| R. Shepherd Perkins | CIO (Chief Investment Officer) | 2002 | 2003 |
| Biography | Shep Perkins has been the Chief Investment Officer, Equities at Putnam since 2019. Prior to joining Putnam, Mr. Perkins was at Fidelity Investments, serving as Portfolio Manager; Portfolio Manager of Fidelity OTC Fund from 2003 to 2004; and as an Analyst, covering the health-care, telecommunications, and technology sectors, from 1997 to 2003. Prior to these roles, he was an Equity Research Associate, covering the chemicals sector at Donaldson, Lufkin & Jenrette from 1993 to 1997. He has been in the investment industry since 1993. | ||
| Timothy J. Cohen | Vice President, Manager | 2000 | 2002 |
| Biography | Cohen is vice president and manager of Growth & Income Portfolio, which he has managed since October 2005. He also manages another Fidelity fund. Since joining Fidelity Investments in 1996, as an equity analyst covering the business and consumer services industries. Previously, he was a senior associate in the business assurance group at Coopers & Lybrand from 1991 to 1994. | ||
| Peter Saperstone | Vice President | 1998 | 2000 |
| Biography | Mr. Saperstone is vice president. Since joining Fidelity Investments in 1995, Mr. Saperstone has worked as a research analyst and manager. | ||
| Nick Thakore | Portfolio Manager | 1997 | 1998 |
| Biography | Nick Thakore is the CEO and CIO of Diametric Capital. He brings substantial Portfolio Management, Hedge Fund and Team Building experience to Diametric. Most recently he was co-head of Equities at Putnam Investments and previously worked at Fidelity Investments and Ameriprise. He has 23 years of experience as a Portfolio Manager, having sole managed $20b+ and as an assistant PM on the largest US equity fund at the time. Nick holds a Bachelor of Arts from The University of Michigan and a Master of Business Administration from The Wharton School of The University of Pennsylvania. | ||
| John Muresianu | Research Analyst | 1996 | 1997 |
| Biography | Muresianu is a portfolio manager with Fidelity Investments. He joined the company in 1986 as a research analyst following Canadian stocks and the natural gas and life insurance industries. From 1990 to 1992, he managed U.S. pension accounts and Canadian mutual funds. He assumed his current position in 1992. Prior to joining the firm, he spent two years working on the trading floor at Bank of Boston. From 1982 to 1984, he was a history professor at Knox College in Illinois. | ||
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