Franklin Utilities Fund Quote
| FRUAX Fund | USD 25.61 0.41 1.58% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Franklin Utilities is trading at 25.61 as of the 22nd of November 2024; that is 1.58 percent down since the beginning of the trading day. The fund's open price was 26.02. Franklin Utilities has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Franklin Utilities Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
The fund normally invests at least 80 percent 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. More on Franklin Utilities Fund
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Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Utilities Funds, Utilities, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
Franklin Utilities Fund [FRUAX] is traded in USA and was established 22nd of November 2024. Franklin Utilities is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Utilities category and is part of Franklin Templeton Investments family. This fund currently has accumulated 5.72 B in assets under management (AUM) with no minimum investment requirementsFranklin Utilities is currently producing year-to-date (YTD) return of 31.76% with the current yeild of 0.02%, while the total return for the last 3 years was 10.81%.
Check Franklin Utilities Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Utilities Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Utilities Fund Mutual Fund Constituents
| AEP | American Electric Power | Stock | Utilities | |
| CMS | CMS Energy | Stock | Utilities | |
| D | Dominion Energy | Stock | Utilities | |
| DTE | DTE Energy | Stock | Utilities | |
| DUK | Duke Energy | Stock | Utilities | |
| EIX | Edison International | Stock | Utilities | |
| ES | Eversource Energy | Stock | Utilities | |
| ETR | Entergy | Stock | Utilities |
Franklin Utilities Risk Profiles
| Mean Deviation | 0.6793 | |||
| Semi Deviation | 0.6875 | |||
| Standard Deviation | 0.8747 | |||
| Variance | 0.7651 |
Franklin Utilities Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Utilities financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Utilities security.
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