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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 | 1250 | 1040 | 1250 | 1330 | 1441 | 1823 |
Fund Return | 24.95% | 3.99% | 24.95% | 9.97% | 7.59% | 6.19% |
Place in category | 23 | 2 | 23 | 7 | 17 | 38 |
% in Category | 29 | 2 | 29 | 15 | 30 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hennessy Cornerstone Mid Cap 30 Ins | 1.23B | 34.76 | 22.21 | 12.83 | ||
Hennessy Cornerstone Mid Cap 30 Inv | 668.77M | 34.29 | 21.76 | 12.44 | ||
Hennessy Japan Institutional | 366.48M | 19.20 | 0.77 | 8.87 | ||
Hennessy Focus Investor | 358.72M | 14.79 | 1.33 | 8.65 | ||
Hennessy Cornerstone Growth Investo | 377.5M | 31.64 | 14.39 | 10.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Utilities A | 3.23B | 27.60 | 7.28 | 8.41 | ||
Franklin Utilities Adv | 1.34B | 27.80 | 7.44 | 8.58 | ||
Franklin Utilities C | 198.71M | 26.97 | 6.74 | 7.88 | ||
Franklin Utilities R | 103.33M | 27.09 | 6.90 | 8.03 | ||
Franklin Utilities R6 | 275.2M | 27.82 | 7.50 | 8.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
EQT | US26884L1098 | 5.43 | 53.68 | +0.19% | |
Kinder Morgan | US49456B1017 | 5.03 | 30.27 | -0.69% | |
Enbridge | CA29250N1050 | 5.01 | 45.06 | +0.45% | |
Sempra Energy | US8168511090 | 5.00 | 82.71 | -0.12% | |
Cheniere Energy | US16411R2085 | 4.94 | 231.86 | -1.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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