1 / 5 Stars
1 1 4 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#13 in Utilities
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 15.61 percent over the past year, 4.35 percent over the past three years, 9.10 percent over the past five years, and 5.58 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.2%|
|3 Years (Annualized)||4.4%|
|5 Years (Annualized)||9.1%|
|10 Years (Annualized)||5.6%|
The investment seeks capital growth and current income. The fund invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the manager believes have favorable investment potential. Potential investments include electric, gas or water utilities and companies that operate as independent producers and/or distributors of power. It may also use derivatives, such as futures, options, certain foreign currency transactions, warrants and swap contracts, for both hedging and non-hedging purposes, and may engage in short sales of securities. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Putnam Global Utilities Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.