Utility Funds
ETFs and mutual funds in this sector focus on companies involved in electric, gas, and water utility production and distribution.
|
Name
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|
| Allspring Utility and Telecommunications Fund - Class A
EVUAX
| 1.030% | −1.53% | 15.29% | 6.02% | $332.47M | |||
| Allspring Utility and Telecommunications Fund - Class Inst
EVUYX
| 0.720% | −1.21% | 15.63% | 6.34% | $332.47M | |||
| ALPS Electrification Infrastructure ETF
ELFY
| — | 0.500% | 2.42% | — | — | $170.73M | ||
| American Century Utilities Fund Investor Class
BULIX
| 0.650% | −2.29% | 18.31% | 6.74% | $272.05M | |||
| Fidelity Advisor Utilities Fund - Class A
FFUAX
| 0.930% | −5.83% | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class C
FFUCX
| 1.690% | −6.55% | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class I
FFUIX
| 0.680% | −5.60% | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class M
FFUMX
| 1.180% | −6.07% | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class Z
FFUZX
| 0.560% | −5.49% | — | — | $3.21B | |||
| Fidelity MSCI Utilities Index ETF
FUTY
| 0.084% | −3.26% | 17.46% | 7.91% | $2.03B | |||
| Fidelity Select Utilities Portfolio
FSUTX
| 0.640% | −5.55% | 17.83% | 10.08% | $3.21B | |||
| Fidelity Telecom and Utilities Fund
FIUIX
| 0.680% | −6.08% | 16.93% | 9.66% | $1.18B | |||
| First Trust EIP Power Solutions ETF
FPWR
| 0.960% | 11.69% | 20.99% | 11.15% | $33.11M | |||
| First Trust Utilities AlphaDEX® Fund
FXU
| 0.610% | 4.05% | 22.20% | 11.44% | $754.64M | |||
| Franklin Utilities Fund Advisor Class
FRUAX
| 0.550% | −0.25% | 19.08% | 9.71% | $7.03B | |||
| Franklin Utilities Fund Class A
FKUQX
| 0.800% | −0.52% | 18.77% | 9.43% | $7.03B | |||
| Franklin Utilities Fund Class A1
FKUTX
| 0.700% | −0.41% | 18.88% | 9.54% | $7.03B | |||
| Franklin Utilities Fund Class C
FRUSX
| 1.200% | −0.93% | 18.31% | 9.00% | $7.03B | |||
| Franklin Utilities Fund Class R
FRURX
| 1.050% | −0.73% | 18.50% | 9.16% | $7.03B | |||
| Franklin Utilities Fund Class R6
FUFRX
| 0.500% | −0.19% | 19.16% | 9.78% | $7.03B | |||
| Gabelli Utilities Fund Class A
GAUAX
| 1.380% | 5.55% | 16.29% | 5.49% | $1.69B | |||
| Gabelli Utilities Fund Class AAA
GABUX
| 1.380% | 5.73% | 16.35% | 5.51% | $1.69B | |||
| Gabelli Utilities Fund Class C
GUXPX
| 2.130% | 6.12% | 15.93% | — | $1.69B | |||
| Gabelli Utilities Fund Class Institutional
GAUIX
| 1.130% | 5.87% | 16.59% | 5.75% | $1.69B | |||
| Global X U.S. Electrification ETF
ZAP
| — | 0.500% | 3.98% | — | — | $439.32M |
United States