55.07
-1.27
-2.25%
-1.27
-2.25%
MORE ON FTUCX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 56.34 |
| Category | Communications |
| Net Assets | 5.13 Mil |
| Yield | 1.24% |
| Morningstar Risk | Average |
| Morningstar Return | Average |
- Last NAV update 6/20/2013 1:10 AM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| The investment seeks capital appreciation. The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in the development, manufacture, or sale of communications services or communications equipment. 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. |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 50.05% | 17.10% | -5.20% | 17.40% | 8.90% |
| Value ($) | 15,005.19 | 17,570.84 | 16,657.76 | 19,556.23 | 21,295.79 |
- Year to date performance as of 6/19/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Matthew Drukker |
| Tenure (Years) | 0 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 500.00 |
| Front Load | 0.00 |
| Expense Ratio | 1.89% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | -5.43% |
| 3 Months | 4.92% |
| 1 Year | 18.63% |
| 3 Years* | 12.64% |
| 5 Years* | 5.84% |
- * Annualized returns
- Performance as of 6/19/2013 12:00 AM ET
PEER COMPARISON
| FTUCX | Communications | |
|---|---|---|
| 5-Yr Return | 5.84% | 1.98% |
| Sharpe Ratio | 0.95 | 1.90 |
| Net Assets | 5.13 Mil | 113.62 Mil |
| Avg Market Cap | 19.51 Bil | 26.30 Bil |
| Avg P/E | 20.61 | 23.27 |
| Portfolio Turnover | 76 | 116 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 96.94% |
| Cash | 3.06% |
| Fixed Income | 0.00% |
| Other | 0.00% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Verizon Communications Inc | 24.37% |
| AT&T Inc | 6.95% |
| American Tower Corp | 6.81% |
| SBA Communications Corp | 5.54% |
| CenturyLink Inc | 5.17% |
| Crown Castle International Corp | 3.93% |
| Vodafone Group PLC ADR | 3.40% |
| Sprint Nextel Corp | 3.13% |
| MetroPCS Communications Inc | 2.68% |
| Telephone and Data Systems, Inc. | 2.56% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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