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Utility funds are composed of a portfolio of stocks, bonds, or other securities of companies with operations in the utilities sector. Investing in utility funds can help an...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 993 | 1339 | 1462 | 1531 | 2450 |
Fund Return | 1.4% | -0.73% | 33.95% | 13.48% | 8.89% | 9.37% |
Place in category | 43 | 31 | 15 | 2 | 3 | 4 |
% in Category | 80 | 53 | 20 | 5 | 9 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Fidelity Total Market Index Instl b | 108.28B | 3.06 | 11.30 | 13.16 | ||
Fidelity Blue Chip Growth | 68.75B | 2.25 | 15.58 | 18.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Utilities A | 3.21B | 0.80 | 8.39 | 8.30 | ||
Franklin Utilities Adv | 1.34B | 0.79 | 8.56 | 8.46 | ||
Franklin Utilities C | 198.35M | 0.76 | 7.87 | 7.76 | ||
Franklin Utilities R | 102.71M | 0.81 | 8.03 | 7.93 | ||
Franklin Utilities R6 | 270.31M | 0.84 | 8.63 | 8.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T | US00206R1023 | 11.41 | 26.01 | -0.90% | |
NextEra Energy | US65339F1012 | 5.99 | 70.12 | +1.53% | |
Verizon | US92343V1044 | 5.95 | 42.22 | +0.50% | |
PG E | US69331C1080 | 5.83 | 15.69 | +0.16% | |
Sempra Energy | US8168511090 | 5.04 | 86.11 | +0.90% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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