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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 | 1042 | 981 | 1323 | 1341 | 1632 | 1942 |
Fund Return | 4.25% | -1.93% | 32.33% | 10.26% | 10.29% | 6.86% |
Place in category | 34 | 12 | 24 | 12 | 11 | 35 |
% in Category | 73 | 21 | 39 | 25 | 25 | 80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hennessy Cornerstone Mid Cap 30 Ins | 814.98M | -3.91 | 20.65 | 11.97 | ||
Hennessy Cornerstone Mid Cap 30 Inv | 462.79M | -3.98 | 20.19 | 11.57 | ||
Hennessy Japan Institutional | 317.39M | -1.43 | 6.05 | 7.77 | ||
Hennessy Focus Investor | 286.08M | 3.80 | 6.45 | 8.65 | ||
Hennessy Cornerstone Growth Investo | 262.75M | -1.60 | 17.93 | 9.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Utilities A | 3.06B | 3.25 | 9.62 | 9.08 | ||
Franklin Utilities Adv | 1.3B | 3.25 | 9.79 | 9.24 | ||
Franklin Utilities C | 182.66M | 3.14 | 9.07 | 8.53 | ||
Franklin Utilities R | 100.83M | 3.18 | 9.23 | 8.70 | ||
Franklin Utilities R6 | 269.73M | 3.25 | 9.85 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
EQT | US26884L1098 | 5.43 | 46.11 | -11.48% | |
Kinder Morgan | US49456B1017 | 5.03 | 25.29 | -8.77% | |
Enbridge | CA29250N1050 | 5.01 | 43.35 | -4.39% | |
Sempra Energy | US8168511090 | 5.00 | 65.88 | -6.86% | |
Cheniere Energy | US16411R2085 | 4.94 | 197.25 | -10.37% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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