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Franklin Utilities A1 FKUTX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 18.82  /  +1.29 %
  • Total Assets 5.3 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Utilities
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 2.60%
  • Turnover 4%

USD | NAV as of Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 11:12 PM GMT+0

Morningstar’s Analysis FKUTX

Will FKUTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Franklin Utilities’ seasoned managers keep its Morningstar Medalist Rating at Bronze for its cheaper share classes and Neutral for its pricier ones.

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Portfolio Holdings FKUTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 49.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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