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% | −4.86% | 13.70% | 5.62% | $314.46M | |||
| Allspring Utility and Telecommunications Fund - Class Inst
EVUYX
| 0.720% | −4.57% | 14.01% | 5.94% | $314.46M | |||
| ALPS Electrification Infrastructure ETF
ELFY
| — | 0.500% | 10.70% | — | — | $189.15M | ||
| American Century Utilities Fund Investor Class
BULIX
| 0.650% | −5.35% | 16.78% | 6.47% | $258.21M | |||
| Fidelity Advisor Utilities Fund - Class A
FFUAX
| 0.930% | — | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class C
FFUCX
| 1.690% | — | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class I
FFUIX
| 0.680% | — | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class M
FFUMX
| 1.180% | — | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class Z
FFUZX
| 0.560% | — | — | — | $3.21B | |||
| Fidelity MSCI Utilities Index ETF
FUTY
| 0.084% | −7.35% | 13.89% | 7.59% | $2.03B | |||
| Fidelity Select Utilities Portfolio
FSUTX
| 0.640% | −9.07% | 14.57% | 10.11% | $3.21B | |||
| Fidelity Telecom and Utilities Fund
FIUIX
| 0.680% | −8.83% | 15.02% | 9.78% | $1.18B | |||
| First Trust EIP Power Solutions ETF
FPWR
| 0.960% | 6.35% | 19.48% | 11.04% | $29.51M | |||
| First Trust Utilities AlphaDEX® Fund
FXU
| 0.610% | 0.04% | 20.40% | 11.03% | $722.90M | |||
| Franklin Utilities Fund Advisor Class
FRUAX
| 0.550% | −4.22% | 17.50% | 9.41% | $6.66B | |||
| Franklin Utilities Fund Class A
FKUQX
| 0.800% | −4.48% | 17.21% | 9.14% | $6.66B | |||
| Franklin Utilities Fund Class A1
FKUTX
| 0.700% | −4.38% | 17.31% | 9.25% | $6.66B | |||
| Franklin Utilities Fund Class C
FRUSX
| 1.200% | −4.82% | 16.74% | 8.71% | $6.66B | |||
| Franklin Utilities Fund Class R
FRURX
| 1.050% | −4.67% | 16.92% | 8.87% | $6.66B | |||
| Franklin Utilities Fund Class R6
FUFRX
| 0.500% | −4.12% | 17.57% | 9.49% | $6.66B | |||
| Gabelli Utilities Fund Class A
GAUAX
| 1.380% | 1.97% | 14.68% | 5.27% | $1.61B | |||
| Gabelli Utilities Fund Class AAA
GABUX
| 1.380% | 2.00% | 14.75% | 5.31% | $1.61B | |||
| Gabelli Utilities Fund Class C
GUXPX
| 2.130% | 1.20% | 13.86% | — | $1.61B | |||
| Gabelli Utilities Fund Class Institutional
GAUIX
| 1.130% | 2.14% | 14.96% | 5.55% | $1.61B | |||
| Global X U.S. Electrification ETF
ZAP
| — | 0.500% | 5.94% | — | — | $439.20M |
United States