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Utility Funds
Utility Funds
ETFs and mutual funds in this sector focus on companies involved in electric, gas, and water utility production and distribution.
Investment Type
Fund Family
Screen With Investor
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%
1.60%
14.65%
6.90%
$338.86M
Allspring Utility and Telecommunications Fund - Class Inst
EVUYX
0.720%
1.88%
14.98%
7.22%
$338.86M
ALPS Electrification Infrastructure ETF
ELFY
—
0.500%
5.66%
—
—
$159.10M
American Century Utilities Fund Investor Class
BULIX
0.660%
2.59%
18.26%
7.36%
$278.03M
Fidelity Advisor Utilities Fund - Class A
FFUAX
0.930%
−1.06%
—
—
$3.40B
Fidelity Advisor Utilities Fund - Class C
FFUCX
1.690%
−1.80%
—
—
$3.40B
Fidelity Advisor Utilities Fund - Class I
FFUIX
0.680%
−0.81%
—
—
$3.40B
Fidelity Advisor Utilities Fund - Class M
FFUMX
1.180%
−1.30%
—
—
$3.40B
Fidelity Advisor Utilities Fund - Class Z
FFUZX
0.560%
−0.70%
—
—
$3.40B
Fidelity MSCI Utilities Index ETF
FUTY
0.084%
1.95%
17.53%
8.75%
$2.07B
Fidelity Select Utilities Portfolio
FSUTX
0.640%
−0.76%
17.40%
10.64%
$3.40B
Fidelity Telecom and Utilities Fund
FIUIX
0.680%
−1.85%
16.27%
10.34%
$1.21B
First Trust EIP Power Solutions ETF
FPWR
0.960%
13.59%
20.85%
11.68%
$33.80M
First Trust Utilities AlphaDEX® Fund
FXU
0.610%
7.73%
22.80%
12.41%
$766.55M
Franklin Utilities Fund Advisor Class
FRUAX
0.550%
4.51%
19.35%
10.56%
$7.23B
Franklin Utilities Fund Class A
FKUQX
0.800%
4.30%
19.06%
10.29%
$7.23B
Franklin Utilities Fund Class A1
FKUTX
0.700%
4.37%
19.17%
10.40%
$7.23B
Franklin Utilities Fund Class C
FRUSX
1.200%
3.86%
18.58%
9.84%
$7.23B
Franklin Utilities Fund Class R
FRURX
1.050%
4.02%
18.75%
10.01%
$7.23B
Franklin Utilities Fund Class R6
FUFRX
0.500%
4.62%
19.43%
10.63%
$7.23B
Gabelli Utilities Fund Class A
GAUAX
1.380%
8.21%
16.37%
5.82%
$1.71B
Gabelli Utilities Fund Class AAA
GABUX
1.380%
8.29%
16.44%
5.84%
$1.71B
Gabelli Utilities Fund Class C
GUXPX
2.130%
8.80%
15.99%
—
$1.71B
Gabelli Utilities Fund Class Institutional
GAUIX
1.130%
8.64%
16.70%
6.12%
$1.71B
Global X U.S. Electrification ETF
ZAP
—
0.500%
8.35%
—
—
$438.13M
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