Utilities

Utilities portfolios seek capital appreciation by investing primarily in equity securities of U.S. or non-U.S. public utilities including electric, gas, and telephone-service providers. Morningstar®

#11 Wells Fargo Advantage Utility & Telecommunications Fund (EVUAX)

Performance (1-yr.): 20.22% Expenses: 1.15%
Performance (1-mo.): 3.41% Total Assets: $423.93M
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#12 Invesco Dividend Income Fund (IAUTX)

Performance (1-yr.): 16.83% Expenses: 1.10%
Performance (1-mo.): 2.86% Total Assets: $399.34M
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#13 Meeder Utilities and Infrastructure Fund (FLRUX)

Performance (1-yr.): 15.57% Expenses: 2.02%
Performance (1-mo.): 2.44% Total Assets: $34.38M
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#14 Gabelli Utilities Fund (GAUAX)

Performance (1-yr.): 17.28% Expenses: 1.39%
Performance (1-mo.): 3.64% Total Assets: $2.88B
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#15 Reaves Select Research Fund (RSRFX)

Performance (1-yr.): 18.64% Expenses: 1.44%
Performance (1-mo.): 3.74% Total Assets: $65.1M
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#16 Rydex Series Trust Utilities Fund (RYUTX)

Performance (1-yr.): 20.37% Expenses: 1.60%
Performance (1-mo.): 5.27% Total Assets: $157.45M
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#17 Putnam Global Utilities Fund (PUGIX)

Performance (1-yr.): 16.23% Expenses: 1.30%
Performance (1-mo.): 6.48% Total Assets: $211.71M
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Frontegra MFG Core Infrastructure Fund (FMGIX)

Performance (1-yr.): 22.27% Expenses: 0.70%
Performance (1-mo.): 5.41% Total Assets: $3.43M
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ING MFS Utilities Fund (IMUIX)

Performance (1-yr.): 23.10% Expenses: 0.79%
Performance (1-mo.): 4.23% Total Assets: $666.39M
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John Hancock Variable Insurance Trust Utilities Trust (JEUTX)

Performance (1-yr.): 23.33% Expenses: 0.97%
Performance (1-mo.): 4.24% Total Assets: $498.39M
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Top Performing Utilities Funds as of 05.03.2013

ProFunds Utilities UltraSector Fund (UTPIX)

Total Return: 8.26%

Putnam Global Utilities Fund (PUGIX)

Total Return: 6.48%

American Century Utilities Fund (BULIX)

Total Return: 5.96%

ProFunds Utilities UltraSector Fund (UTPIX)

Total Return: 30.45%

ICON Utilities Fund (ICTUX)

Total Return: 23.97%

Fidelity Telecom and Utilities Fund (FIUIX)

Total Return: 23.49%

ProFunds Utilities UltraSector Fund (UTPIX)

Total Return: 20.94%

Hennessy Gas Utility Index Fund (GASFX)

Total Return: 20.02%

Fidelity Telecom and Utilities Fund (FIUIX)

Total Return: 17.36%

* annualized