
This portfolio chiefly allocates its capital to common stocks. A minimum of 80% of its assets are dedicated to securities of companies primarily engaged in the utilities industry, or those that generate the majority of their revenue from utility operations. Its holdings include both U.S. and international issuers. Investment decisions are driven by a meticulous fundamental analysis, evaluating factors such as each company's financial stability, its position within the industry, and overarching market and economic conditions. Notably, the fund operates on a non-diversified basis.
Is FSUTX's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
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