Franklin Utilities stands out in its Morningstar Category for its experienced managers and disciplined approach, though it’s not distinctive enough from its benchmark to earn the highest Process score. The fund earns a Morningstar Analyst Rating of Bronze for all share classes, down from its previous ratings of Gold and Silver.
Will FKUTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FKUTX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FKUTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FKUTX’s parent organization’s priorities and whether they’re in line with investors’ interests.