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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 | 1095 | 1041 | 1231 | 1277 | 1669 | 2699 |
Fund Return | 9.53% | 4.1% | 23.06% | 8.48% | 10.79% | 10.44% |
Place in category | 17 | 25 | 26 | 33 | 27 | 11 |
% in Category | 39 | 34 | 58 | 72 | 57 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 586.6B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 418.7B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 234.25B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 218.06B | 6.20 | 19.70 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Utilities A | 3.36B | 8.26 | 10.21 | 10.38 | ||
Franklin Utilities Adv | 1.48B | 8.33 | 10.37 | 10.55 | ||
Franklin Utilities R6 | 312.15M | 8.41 | 10.44 | 10.63 | ||
Franklin Utilities C | 193.94M | 7.97 | 9.65 | 9.83 | ||
Franklin Utilities R | 112.34M | 8.08 | 9.82 | 10.00 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 10.51 | 71.85 | -0.17% | |
Constellation Energy | US21037T1097 | 6.94 | 327.35 | +1.77% | |
Southern | US8425871071 | 6.84 | 95.35 | +0.37% | |
Duke Energy | US26441C2044 | 6.61 | 119.93 | +0.15% | |
American Electric Power | US0255371017 | 4.00 | 109.79 | +0.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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