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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 | 1054 | 976 | 1250 | 1200 | 1403 | 2126 |
Fund Return | 5.42% | -2.39% | 25.05% | 6.26% | 7% | 7.84% |
Place in category | 12 | 18 | 45 | 40 | 38 | 28 |
% in Category | 24 | 33 | 80 | 74 | 71 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.14B | 0.57 | 6.62 | 8.87 | ||
Wells Fargo Municipal Bond Inst | 4.47B | 0.98 | 1.15 | 2.57 | ||
Wells Fargo Special Mid Cap Value R | 3.1B | 0.59 | 6.73 | 8.98 | ||
Wells Fargo Emerging Markets Equit | 2.57B | 2.67 | -0.01 | 3.24 | ||
Wells Fargo Growth A | 2.07B | -1.44 | 8.05 | 11.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Utilities A | 3.01B | 3.25 | 9.62 | 9.08 | ||
Franklin Utilities Adv | 1.28B | 3.25 | 9.79 | 9.24 | ||
Franklin Utilities C | 179.85M | 3.14 | 9.07 | 8.53 | ||
Franklin Utilities R | 99.24M | 3.18 | 9.23 | 8.70 | ||
Franklin Utilities R6 | 265.71M | 3.25 | 9.85 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 11.58 | 67.56 | +5.38% | |
Southern | US8425871071 | 6.26 | 87.80 | +1.08% | |
Constellation Energy | US21037T1097 | 6.18 | 215.04 | +16.28% | |
Duke Energy | US26441C2044 | 4.21 | 116.25 | +0.26% | |
DTE Energy | US2333311072 | 3.95 | 130.51 | +2.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Sell |
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