Fidelity Select Utilities Portfolio Q4 2024 Review
Source: SeekingAlpha
2025-03-13 22:39:00 ET
Summary
- U.S. stocks, as measured by the S&P 500® index, posted a gain the past three months.
- For the quarter, fund's Retail Class shares returned -2.77%, outperforming the -5.29% result of the MSCI U.S. IMI Utilities 25/50 Index but underperforming the 2.41% gain of the broad-based S&P 500® index.
- We continue to favor companies that offer above-average dividend growth, generated by what we think are solid business models.
Performance Summary
| Cumulative | Annualized | |||||
| 3 | 1 | 3 | 5 | 10 Year/ LOF1 | ||
| Month | YTD | Year | Year | Year | ||
| Select Utilities Portfolio | -2.77% | 28.73% | 28.73% | 10.21% | 9.64% | 9.72% |
| Gross Expense Ratio: 0.69%2 | ||||||
| S&P 500 Index | 2.41% | 25.02% | 25.02% | 8.94% | 14.53% | 13.10% |
| MSCI US IMI Utilities 25/50 | -5.29% | 23.20% | 23.20% | 4.93% | 6.14% | 8.30% |
| Morningstar Fund Utilities | -3.99% | 21.13% | 21.13% | 4.73% | 5.94% | 7.42% |
| % Rank in Morningstar Category (1% = Best) | -- | -- | 9% | 11% | 5% | 1% |
| # of Funds in Morningstar Category | -- | -- | 62 | 58 | 58 | 50 |
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Fidelity Select Utilities Portfolio Q4 2024 Review
Dominion Energy Inc.
NASDAQ: D
D Trading
8.59% G/L:
$67.11 Last:
22,333,972 Volume:
$68.64 Open:
D Latest News
D Stock Data
$54,607,754,064
845,374,144
0.03%
815
N/A
Regulated Utilities
Utilities
US
Richmond
