Fidelity

Fidelity Advisor Utilities Fund Class A

Ticker FUGAX · Mutual fund · Share class: Class ARetail / revenue sharing

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through Oct 29, 2026.

Plans holding

0 with $250K or more

Dollars held

$454K

69,855 of 69,862 plans with fund lines hold none

Median per plan

$34K

Share of their fund dollars

0.4%

Same fund, other share classes

7 plans hold a costlier class of this fund than the cheapest class held in the data.

Class	Cost tier	Plans	Dollars
Class IFUGIX	Low cost	20	$6.1M
Class ZFIKIX	Low cost	28	$4.9M
Class A (this page)FUGAX	Retail / revenue sharing	7	$454K

Added

0 plans

$0 at year-end 2025

Dropped

1 plan

$568K at year-end 2024

Moved in

0 plans

from another class or vehicle

Moved out

0 plans

to another class or vehicle

Plans that dropped it after 2024
Plan	Change	Fund	Year-end value
Sia Partners US, Inc. 401(k) Plan$50M-$250M ReplacedHigh Fidelity Advisor Utilities Fund Class A to Van Target Retire Inc	ReplacedHigh	Fidelity Advisor Utilities Fund Class A to Van Target Retire Inc	$568K to $1.0M

Stable value and insurance contract lines, renames and class changes are not counted.

The largest 10 plans in each list.

					Share class held
The Modern Group 401(k) Plan$40.6M plan · The Modern Group Ltd, TX · John Hancock (Manulife)	John Hancock (Manulife)	$40.6M	$225K	0.6%	Class A Possible retail class
Brunello Cucinelli USA Inc 401(k) Profit Sharing Plan and Trust$20.9M plan · Brunello Cucinelli USA Inc, NY · Fidelity (FMR)	Fidelity (FMR)	$20.9M	$101K	0.5%
Ra-Lin Construction Company 401(k) Plan$14.9M plan · Ra-Lin & Associates, Inc., GA · Fidelity (FMR)	Fidelity (FMR)	$14.9M	$39K	0.3%	Class A Possible retail class
Easter Seals Metropolitan Chicago, Inc. 401(k) Profit Sharing Plan$22.3M plan · Easter Seals Metropolitan Chicago, Inc., IL · Fidelity (FMR)	Fidelity (FMR)	$22.3M	$34K	0.2%	Class A Possible retail class
Group Rossignol USA, Inc. 401(k) Plan$10.9M plan · Group Rossignol USA, Inc., UT · ADP	ADP	$10.9M	$32K	0.3%	Class A Possible retail class
Vantage Systems Inc 401(k) Profit Sharing Plan and Trust$15.6M plan · Vantage Systems Inc, MD · Valuewealth Services	Valuewealth Services	$15.6M	$19K	0.1%	Class A Possible retail class
Aeci Charter Schools Network 401(k) Plan$6.9M plan · Aeci Charter Schools Network, NY · Principal	Principal	$6.9M	$4K	<0.1%	Class A Possible retail class

Plans whose filed schedule lists Fidelity Advisor Utilities Fund Class A.

Show 2 names seen in the filings