Franklin Utilities is trading at 22.84 as of the 18th of January 2025; that is 0.04% increase since the beginning of the trading day. The fund's open price was 22.83. Franklin Utilities has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. 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
Franklin Utilities Fund [FRURX] is traded in USA and was established 18th of January 2025. 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 1.52% with the current yeild of 0.02%, while the total return for the last 3 years was 6.65%.
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
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.