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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 | 1011 | 1038 | 1300 | 1316 | 1420 | 1850 |
Fund Return | 1.08% | 3.78% | 30.02% | 9.59% | 7.26% | 6.34% |
Place in category | 45 | 3 | 33 | 12 | 15 | 37 |
% in Category | 84 | 4 | 62 | 19 | 28 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hennessy Cornerstone Mid Cap 30 Ins | 1.15B | 4.03 | 25.87 | 13.56 | ||
Hennessy Cornerstone Mid Cap 30 Inv | 604.41M | 4.03 | 25.41 | 13.16 | ||
Hennessy Cornerstone Growth Investo | 318.89M | 3.49 | 20.05 | 11.13 | ||
Hennessy Japan Institutional | 361.1M | -0.16 | 4.72 | 8.45 | ||
Hennessy Focus Investor | 350.61M | 3.61 | 5.55 | 9.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Utilities A | 3.23B | 0.80 | 8.39 | 8.30 | ||
Franklin Utilities Adv | 1.36B | 0.79 | 8.56 | 8.46 | ||
Franklin Utilities C | 196.04M | 0.76 | 7.87 | 7.76 | ||
Franklin Utilities R | 103.58M | 0.81 | 8.03 | 7.93 | ||
Franklin Utilities R6 | 273.97M | 0.84 | 8.63 | 8.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
EQT | US26884L1098 | 5.43 | 48.71 | +1.12% | |
Kinder Morgan | US49456B1017 | 5.03 | 27.14 | +0.15% | |
Enbridge | CA29250N1050 | 5.01 | 42.67 | -0.14% | |
Sempra Energy | US8168511090 | 5.00 | 71.44 | -0.18% | |
Cheniere Energy | US16411R2085 | 4.94 | 220.85 | -3.37% |
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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