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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 | 1032 | 961 | 1343 | 1317 | 1542 | 2384 |
Fund Return | 3.25% | -3.9% | 34.32% | 9.62% | 9.05% | 9.08% |
Place in category | 39 | 35 | 7 | 19 | 19 | 14 |
% in Category | 77 | 67 | 13 | 38 | 34 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.47B | 3.50 | 4.73 | 5.56 | ||
Franklin Rising Dividends A | 18.19B | 2.67 | 7.83 | 10.48 | ||
Franklin Rising Dividends Adv | 4.05B | 2.71 | 8.10 | 10.75 | ||
Franklin Rising Dividends C | 760.43M | 2.55 | 7.03 | 9.65 | ||
Franklin Rising Dividends R | 171.49M | 2.63 | 7.56 | 10.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Utilities Adv | 1.36B | 3.25 | 9.79 | 9.24 | ||
Franklin Utilities C | 192.2M | 3.14 | 9.07 | 8.53 | ||
Franklin Utilities R | 103.75M | 3.18 | 9.23 | 8.70 | ||
Franklin Utilities R6 | 275.58M | 3.25 | 9.85 | 9.32 | ||
Prudential Jennison Utility A | 2.69B | 3.21 | 9.61 | 8.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 9.31 | 71.90 | +1.05% | |
Vistra Energy | US92840M1027 | 5.72 | 127.62 | -3.24% | |
Southern | US8425871071 | 5.33 | 90.66 | +0.77% | |
Entergy | US29364G1031 | 5.27 | 83.80 | -0.99% | |
Sempra Energy | US8168511090 | 4.56 | 69.94 | -0.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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