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Morningstar

Franklin Utilities Adv FRUAX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 21.25  /  1.98 %
  • Total Assets 6.9 Bil
  • Adj. Expense Ratio
    0.570%
  • 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%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis FRUAX

Will FRUAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FRUAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FRUAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FRUAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced managers using a nondescript process.

Analyst

Summary

| by Paul Ruppe

Franklin Utilities’ experienced team keeps its Morningstar Analyst Rating at Bronze for its cheaper share classes and Neutral for its pricier ones.

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