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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 | 1049 | 966 | 1316 | 1273 | 1475 | 2403 |
Fund Return | 4.88% | -3.43% | 31.57% | 8.39% | 8.08% | 9.16% |
Place in category | 22 | 26 | 31 | 31 | 30 | 11 |
% in Category | 45 | 52 | 55 | 61 | 57 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Utilities A | 3.23B | 3.25 | 9.62 | 9.08 | ||
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 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 11.24 | 70.88 | -0.38% | |
Constellation Energy | US21037T1097 | 7.17 | 222.40 | +1.35% | |
Southern | US8425871071 | 7.02 | 89.36 | -0.68% | |
Duke Energy | US26441C2044 | 6.61 | 119.07 | -0.91% | |
Vistra Energy | US92840M1027 | 4.41 | 130.58 | -1.00% |
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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