3 / 5 Stars
3 3 5 5 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 17 Utilities Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.12 percent over the past year, 13.28 percent over the past three years, 15.61 percent over the past five years, and 9.44 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.8%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||15.6%|
|10 Years (Annualized)||9.4%|
The investment seeks capital appreciation and current income. The fund normally invests at least 80% of its net assets in the securities of public utilities companies. These are companies that provide electricity, natural gas, water, and communications services to the public and companies that provide services to public utilities companies. It concentrates (invests more than 25% of its total assets) in companies operating in the utilities industry. The fund invests primarily in equity securities, which consist mainly of common stocks.
Fees are Low compared to funds in the same category.
Franklin Utilities Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.