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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 | 1279 | 985 | 1279 | 1229 | 1472 | 2178 |
Fund Return | 27.89% | -1.52% | 27.89% | 7.12% | 8.04% | 8.1% |
Place in category | 10 | 9 | 10 | 20 | 13 | 16 |
% in Category | 14 | 20 | 14 | 35 | 24 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Prudential Jennison Growth Z | 4.49B | 30.57 | 7.61 | 16.15 | ||
Prudential Jennison Global Opps Z | 3.37B | 22.25 | 1.49 | 14.43 | ||
Prudential Jennison Small Company Q | 2.17B | 14.18 | 1.37 | 9.81 | ||
Prudential Jennison Growth A | 2.1B | 30.22 | 7.29 | 15.80 | ||
Prudential Jennison Select Growth A | 1.15B | 31.53 | 5.89 | 15.34 |
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 | 198.59M | 26.97 | 6.74 | 7.88 | ||
Franklin Utilities R | 102.98M | 27.09 | 6.90 | 8.03 | ||
Franklin Utilities R6 | 273.4M | 27.82 | 7.50 | 8.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 11.00 | 68.96 | +0.69% | |
Constellation Energy | US21037T1097 | 5.76 | 347.71 | +4.58% | |
PG E | US69331C1080 | 5.48 | 16.30 | -0.85% | |
Entergy | US29364G1031 | 5.40 | 82.42 | -0.21% | |
Vistra Energy | US92840M1027 | 5.29 | 193.93 | +3.78% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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