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Franklin Utilities Adv FRUAX

Analyst rating as of
NAV / 1-Day Return
21.31  /  0.98 %
Total Assets
6.7 Bil
Adj. Expense Ratio
0.580%
Expense Ratio
0.580%
Fee Level
Low
Longest Manager Tenure
23.07 years
Category
Utilities
Investment Style
Mid Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
2.29%
Turnover
5%
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Morningstar’s Analysis

Will FRUAX outperform in future?

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

Seasoned managers; humdrum approach.

Analyst

Summary

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Franklin Utilities remains in very experienced hands, but its relatively bland approach has limitations. As a result, its Process rating drops to Average from Above Average, and its Morningstar Analyst Rating falls to Bronze or Neutral, depending on share class fees.

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