Franklin Utilities’ experienced team keeps its Morningstar Analyst Rating at Bronze for its cheaper share classes and Neutral for its pricier ones.
- NAV / 1-Day Return 21.25 / 1.98 %
- Total Assets 6.9 Bil
Adj. Expense Ratio
- Expense Ratio 0.570%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Utilities
- Investment Style Mid Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 2.39%
- Turnover 6%
Morningstar’s Analysis FRUAX
Will FRUAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.