FKUTX : Franklin Utilities Fund Class A1

FKUTX is a Sector Equity Market Utilities with MODERATE fees.

FKUTX

Franklin Utilities Fund Class A1

FI Score

57 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

57% FI Score
  • fkutx
  • Mutual Fund
  • Sector Equity
  • Utilities

Franklin Utilities Fund Class A1

Expenses: 0.73% (Better than 1% of similar funds)

This is an OK choice for a Utilities Sector Equity fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
9.92% NextEra Energy Inc
5.41% Dominion Energy Inc
4.71% CMS Energy Corp
4.19% Duke Energy Corp
4.16% Exelon Corp
4.12% American Electric Power Co Inc
4.07% Sempra Energy
3.78% Edison International
3.75% Southern Co
3.57% Xcel Energy Inc
3.33% Eversource Energy
3.31% Entergy Corp
3.25% DTE Energy Co
3.09% Alliant Energy Corp
3.00% FirstEnergy Corp
2.81% American Water Works Co Inc
2.41% Evergy Inc
1.95% Ameren Corp
1.83% CenterPoint Energy Inc
1.76% Public Service Enterprise Group Inc
1.74% PNM Resources Inc
1.72% WEC Energy Group Inc
1.72% Pinnacle West Capital Corp
1.68% NiSource Inc
1.45% Emera Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2021   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo