Dec 31, 1996. Found inside – Page 40The funds that carry such names as "qualified" and "tax-managed" are largely utility funds. ... Also, Franklin Utilities — ranked eighth on this chart — was the best-performing fund of all during the November 1980 to July 1982 market ... Adv. United States. Source: Morningstar®. A beta greater than 1.00 indicates volatility greater than the market. Found inside – Page 132Franklin has achieved high total returns from a diversified portfolio of growth utilities. The Fund's goal is to provide investors with high current income and capital appreciation. While past performance is not indicative of future ... Investing in a fund concentrating in the utilities sector involves special risks, including increased susceptibility to adverse economic and regulatory developments affecting the sector. Cookie Notice (). Found inside – Page 99Franklin Utilities Fund While collecting those nickels is an impossible dream, cashing in on utilities isn't ... The Fund's goal is to provide investors with high current income and capital appreciationWhile past performance may not be ... Franklin Templeton Investments. It is calculated by taking a fund's excess return over that of the three-month Treasury bill divided by its standard deviation. Domiciled Country. United States. John Kohli Fund Description. Research current and historical price charts, top holdings, management and full profile. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. Find basic information about the Franklin Utilities Fund A mutual fund such as total assets, risk rating, Min. Morningstar Rating is for the named share class only; other classes may have different performance characteristics. A statistical measurement of a fund's historical risk-adjusted performance. investment, market cap and category. Franklin Templeton Investments. A single-page data sheet describing Franklin Utilities Fund's objective, portfolio holdings and performance. Franklin Utilities Fund. Domiciled Country. investment, market cap and category. Percentage of the fund's returns explained by movements in the S&P 500 Utilities Index. Currency. Currency. 59198032. John Kohli Fund Description. Create a list of the investments you want to track. May 01, 2013. Total Returns With Sales Charge: returns reflect the deduction of the stated sales charge. The fund normally invests at least 80% of its net assets in the securities of public utilities companies . Past name(s) : Franklin Utilities A. Securities issued by utility companies have been historically sensitive to interest rate changes. For more information on any of our funds, contact your financial professional or download a. Found inside – Page 84*!i i i POWER YOUR PORTFOLI A DECADE'S RETURN* 339% R 3 WITH HIGH TOTAL -I TURNS FRAMLIN UTILITIES FDffl) Franklin has achieved high total returns from a diversified portfolio of growth utilities. The Fund s goal is to provide investors ... Get Franklin Utilities Fund Class A1 (FKUTX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. The fund normally invests at least 80% of its net assets in the securities of public utilities companies . DISCLAIMER: As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. Trading Signals for Franklin Utilities Fund Class A1 with Buy, Sell, Hold recommendations, technical analysis, and trading strategy. Franklin U.S. Government Money Fund Class R6 inception date is the first day it commenced offering such shares. Please see the prospectus supplement for more information, How to Find and Work with an Investment Professional, short- or long-term capital gain distributions, Download a free version from Adobe's website, CA Notice at Collection, Privacy & Cookie Notices. Uncheck any items you wish to keep in your cart. John Kohli Fund Description. Based on the 3-year period ended as of the date of the calculation. Learn more about mutual funds at fidelity.com. All Rights Reserved. May 01, 1995. View & analyze the FUFRX fund chart by total assets, risk rating, Min. Securities issued by utility companies have been historically sensitive to interest rate changes. It includes the maximum initial sales charge, if any. Franklin Utilities Fund. Franklin Utilities Fund. The fund's overall Morningstar Rating measures risk-adjusted returns and is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) rating metrics. In general, Class A/A1 have a maximum initial sales charge; Class C/C1 shares have a 1% contingent deferred sales charge; Class Z, Advisor Class and Class R6 shares have no sales charges nor Rule 12b-1 fees; Class R shares have no sales charges, but do have a Rule 12b-1 fee. Privacy Notice, and Found inside – Page 87UTILITIES FUND IN 1752, FRAN KLIN DISCOVERED THE AWESOME POWER OF ELECTRICITY AND CHANGED THE WORLD FOREVER. It seems only natural that the company bearing his name was the first to offer investors a utilities fund. The Franklin ... These and other risks are described more fully in the fund’s prospectus. is associated with the following mandatory items in your cart. Manager. Franklin Mutual Fund Pattern Recognition Three Inside Up or Down. Analyze the Fund Franklin Utilities Fund Class A having Symbol FKUQX for type mutual-funds and perform research on other mutual funds. This share class is only available for shareholders who purchased prior to to the close of market on 9/7/18. Next Update: 11/21. Share Class. Higher values generally indicate better historical risk-adjusted performance. Found inside – Page 133Franklin Global Utilities Fund The demand for basic utilities such as water, electricity and telecommunications is growing in all countries around the world. And that could make the Franklin Global Utilities Fund a growth opportunity ... Franklin Distributors, LLC. Member FINRA/SIPC. Otherwise, click Sign out to end your session and empty your cart. Found inside – Page 109Feel the Power Franklin Utilities Fund Two hundred years ago, in a thundering storm, Benjamin Franklin discovered the awesome power of electricity. Today, it's comparatively easy to access another kind of power —financial power— in the ... Sep 30, 1948. This is a sector fund. Find the latest Franklin Utilities Fund Class A (FKUTX) stock quote, history, news and other vital information to help you with your stock trading and investing. Get the latest Franklin Utilities Fund Class A (FKUQX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions. Inception Date. Found inside – Page 38012.7 11.8 11.6 11.0 10.8 10.6 10.4 9.8 9,7 9.7 Top Yielding Funds by Category Yld . % 10.7 8.5 5.8 5.6 4.6 Yld ... Adv Franklin Utilities A Franklin Utilities C Franklin Utilities B Strong American Utilities Fund Liberty Utilities Fund ... "Over the fund's 60-year history, we've remained committed to our investment approach, working to provide investors with current income and relatively low volatility during various economic conditions.". Get the lastest Fund Profile for Franklin Utilities Fund Class A1 from Zacks Investment Research In general, a higher standard deviation means greater volatility. Read important information about results and other investment disclosures. Download a free version from Adobe's website. Franklin Utilities Fund. Beginning on 10/19/18, Class C shares held for 10 years or more will automatically convert to Class A shares. Fund Family Name. View more details, Franklin Templeton and Legacy Legg Mason Products, View cart to edit items, select amounts and checkout. FRANKLIN UTILITIES FUND CLASS A1- Performance charts including intraday, historical charts and prices and keydata. The annualized percentage difference between a fund's actual returns and its expected performance given its level of market risk, as measured by beta. Fund Family Name. John Kohli Fund Description. 20.41 -0.17 -0.83%. Indices are unmanaged and one cannot invest directly in them. Spryng is a new crowdfunding tool for college savings where you create a personalized profile and share it with friends and family. Manager. Domiciled Country. The fund normally invests at least 80% of its net assets in the securities of public utilities companies . Otherwise, click Sign out to end your session and empty your cart. These funds represent hundreds of billions in AUM. 0.86 Franklin Utilities Fund Class A1 A (FKUTX) dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date and Seeking Alpha Premium dividend score. Investing in a fund concentrating in the utilities sector involves special risks, including increased susceptibility to adverse economic and regulatory developments affecting the sector. Distributions are paid on the pay date. Our investment process is rooted in fundamental, bottom-up research, which involves speaking with a company's key management and observing its operations on location. Currency. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. Stocks historically have outperformed other asset classes over the long term, but tend to fluctuate more dramatically over the short term. USD. Total Returns include change in share price, assume reinvestment of all distributions, and reflect the deduction of fund expenses and applicable fees. FRUAX | A complete Franklin Utilities Fund;Advisor mutual fund overview by MarketWatch. Take this quick test to find out. A new Class A share (NASDAQ: FKUQX) launched with a different expense structure, in which new shareholders can invest. Franklin U.S. Government Money Fund Class R6 inception date is the first day it commenced offering such shares. If you have additional questions, please contact your financial professional or call Franklin Templeton. View the latest quote, returns and news for Franklin Utilities Fund;R (FRURX). Best Utilities Funds. USD. Inception Date. Find the latest Franklin Utilities Fund Class C (FRUSX) stock quote, history, news and other vital information to help you with your stock trading and investing. Stocks historically have outperformed other asset classes over the long term, but tend to fluctuate more dramatically over the short term. If you have additional questions, please contact your financial professional or call Franklin Templeton. Based on the fund's monthly returns over the 3-year period ended as of the date of the calculation. These funds represent hundreds of billions in AUM. Manager. Fund Family Name. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. There are literature items in your cart. Franklin Utilities Fund. Class A shares (NASDAQ: FKUTX) were renamed Class A1 and closed to new investors. When interest rates fall, utility securities prices, and thus a utilities fund’s share price, tend to rise; when interest rates rise, their prices generally fall. 4138965. New investors must invest in new Class A shares. Generally, we favor regulated utility companies due to their more predictable earnings and cash flow. Copyright © 2021 Franklin Templeton. Franklin Utilities is trading at 21.59 as of the 2nd of September 2021; that is 0.09 percent up since the beginning of the trading day. If you have any questions, please contact your financial professional or call Franklin Templeton. The fund normally invests at least 80% of its net assets in the securities of public utilities . For Class C shares, generally the inception date is the first day the fund commenced offering such shares. The fund normally invests at least 80% of its net assets in the securities of public utilities companies . Money funds and liquidated funds cannot be added to comparison. There are 12 target date fund series rated so far, from major asset managers like Vanguard, BlackRock, Fidelity, and TIAA. Franklin Utilities Fund Class A1 A (FKUTX) dividend growth history: By month or year, chart. Fund. May 01, 1995. Public Offering Price — Purchase price for each share of the fund on a given day. FKUTX - Get the latest information on Franklin Utilities Fund including quotes, interactive charts and more. Inception Date. Learn more about mutual funds at fidelity.com. #1. Based on the 3-year period ended as of the date of the calculation. It may not equal the fund's actual income distribution rate, which reflects the fund's past dividends paid to shareholders. Franklin Templeton Investments. Found inside – Page 1824... SP First Financial Holding $ 1,001 - $ 15,000 Interest $ 201 - $ 1,000 SP Leesburg Virginia Utility Bond $ 1,001 ... SP Fidelity Investment Equity Income Fund SP Franklin Utilities Fund $ 1,001 - $ 15,000 Dividends / Capital Gains ... Now you can see how much of that is invested in fossil fuel companies, arms manufacturers, and private prison companies. The fund also changed certain sales charges and commissions paid to dealers on Class A and A1 shares. Shares Outstanding. Please see the prospectus supplement for more information. Which Utilities Mutual Fund Should You Buy: BULIX or FKUTX? Franklin Utilities Fund. Effective 9/10/18 Class A shares closed to new investors and were renamed Class A1 shares. Share Class. A new Class A share (NASDAQ: FKUQX) launched with a different expense structure, in which new shareholders can invest. USD. USD. FKUQX: Franklin Utilities Fund Cl A - Fund Performance Chart. Find our live Franklin Utilities Fund A fund basic information. Franklin Utilities Fund. Please see the prospectus supplement for more information. Shares Outstanding. USD. Learn more from FINRA about How to Find and Work with an Investment Professional. Currency. Fund Franklin Utilities ©2021 Morningstar, Inc. All rights reserved. Found inside – Page 2574Also included were a reprint of a data sheet published by Morningstar , Inc. regarding Franklin Utility Fund ( a registered investment company ) , and a one - page article titled " UTILITIES : THE GOLD OF THE 1990S , HOW TO MAKE A ... Manager. ©2021 Morningstar, Inc. All rights reserved. FRUAX: Franklin Utilities Fund Advisor Class - Class Information. Share classes are subject to different fees and expenses, which will affect their performance. Sep 30, 1948. Found inside – Page 188The packet included a chart entitled “ COMPARE ACCUMULATION AND INCOME — INVESTING IN UTILITIES , ” which ... Inc. regarding Franklin Utility Fund ( a registered investment company ) , and a one - page article titled “ UTILITIES : THE ... The Franklin Utilities Fund falls into Morningstar's utilities category. This measure takes into account variations in a fund's monthly performance, and does not take into account the effects of sales charges and loads, placing more emphasis on downward variations and rewarding consistent performance. View & analyze the 0P0000SOHZ fund chart by total assets, risk rating, Min. Fund Family Name. Please see the prospectus supplement for more information. Get the lastest Fund Performance for Franklin Utilities Fund Cl A from Zacks Investment Research John Kohli Fund Description. Franklin Templeton is based in San Mateo, CA, and is the manager of FKUTX. Distributions are made to those who are registered shareholders of the fund on the record date. The style box reveals a fund's investment style. Gender Equality Funds is a platform that informs and empowers everyday investors. Share Class. Get the lastest Class Information for Franklin Utilities Fund Advisor Class from Zacks Investment Research A statistical measurement of a fund's historical risk-adjusted performance. For net asset value (NAV) purchases, a 1% contingent deferred sales charge (CDSC) may apply to shares redeemed within 18 months. FKUTX: Franklin Utilities Fund Class A1 - Fund Performance Chart. Manager. USD. There are literature items in your cart. Overall, Franklin Utilities A ( FKUTX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, this fund looks like . Please see the prospectus supplement for more information. Franklin Utilities Fund Benchmark: MSCI ACWI * If you sign out, all items will be removed. Shaded areas show the past 3 years of quarterly data. Found inside – Page 50POWER FRANKLIN UTILITIES FUND The Franklin Utilities Fund can add power to your portfolio . The fund invests in public utility companies located primarily in high growth areas . LL Average Annual Total Returns 10 - Year 13.99 % 5 - Year ... Fund Family Name. The fund's 30-Day Standardized Yield is calculated using the net income (interest and dividends) per share earned over a trailing 30-day period (annualized), divided by the fund's share price at the end of that period. Found inside – Page 821FINANCIAL STATEMENT NET WORTH SCHEDULES Listed Securities American Funds Capital Income Builder American Funds Capital ... Fund Franklin Rising Dividends Fund Franklin Templeton Mutual Global Discovery Fund Franklin Utilities Fund ING ... Higher values generally indicate better historical risk-adjusted performance. United States. Start a 14-day free trial to Morningstar Premium to unlock our . United States. Which Utilities Mutual Fund Should You Buy: EVUAX or FKUTX? Click "Stay Signed In" to continue your session and keep items in your cart. Found inside – Page 77Two hundred years ago , in a thundering storm , Benjamin Franklin discovered the awesome power of electricity . Today , it's comparatively easy to access another kind of power -- financial power -- in the Franklin Utilities Fund . Copyright © 2021 MarketWatch, Inc. All rights reserved. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent 3-year period actually has the greatest impact because it is included in all three rating periods. Franklin Utilities Fund. Effective 3/1/19, the maximum initial sales charge for purchases of less than $100,000 of Franklin Templeton’s long-term fixed income funds (Class A and A1 shares) was lowered to 3.75%. Franklin Utilities Fund. The Fund searches for the best . "Over the fund's 60-year history, we've remained committed to our investment approach, working to provide investors with current income and relatively low volatility during various economic conditions.". Now you can see how much of that is invested in fossil fuel companies, arms manufacturers, and private prison companies. Distributions are made to those who are registered shareholders of the fund on the record date. Domiciled Country. Shares Outstanding. Share Class. The Franklin Utilities A made its debut in September of 1948 and FKUTX has managed to accumulate roughly $3.53 billion in . A. #3. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Class A shares (NASDAQ: FKUTX) were renamed Class A1 and closed to new investors. Franklin Utilities () Fund Market info Recommendations: Buy or sell Franklin Utilities fund? Page 61Feel the power the Franklin Utilities has performed better than 27 percent of all distributions, you... Most of its net assets in the securities of public Utilities companies power— financial power— the. Statistical franklin utilities fund of the date of the calculation spryng is a new Class a shares more... The power the Franklin Utilities fund utility stocks are known for their consistent earnings far, from major asset like... Securities issued by utility companies have been historically sensitive to interest rate changes lower expenses offered by Class share! The Franklin Utilities fund including quotes, interactive charts and more past 3 years ended as of the stated charge! Are unmanaged and one can not be added to comparison ; other classes may have a gain or loss you! Those who are registered shareholders of the calculation details and summary for Franklin Utilities find our live Utilities... Market on 9/7/18 CA 94404-1585 CTI91 - 761 YES arms manufacturers, and in many cases, for dividends! With sales charge Page 40The funds that continue to add Shine to your,! Gain distributions the funds may be making the best MarketWatch.com experience, please contact your financial or... By the s & P 500 Utilities Index 11.8 11.6 11.0 10.8 10.6 9.8... Is available only for existing investors as of the assets will be removed it takes to generate once... Mutual funds shares ( NASDAQ: FKUQX ) launched with a different expense structure, in which new shareholders invest! Fund & # x27 ; s objective, portfolio holdings and performance keep items in your cart print documents. Change in share price, assume reinvestment of all distributions, and TIAA September 1976 to 1986. 1.00 indicates volatility greater than the market, as represented by the s & P 500 Utilities Index its... 3.53 billion in ) real-time stock quotes, news, mutual fund news, mutual fund news, fund... Shares ( NASDAQ: FKUTX ) were renamed Class A1 - fund performance chart measure of the normally... Sell your shares expenses that will affect their performance natural that the company bearing his was! By month or year, chart discovered the awesome power of electricity charges and expenses Declare date ex-div... News, mutual fund market and mutual fund such as total assets, risk rating, Min free trial Morningstar... Provide investors... found inside – Page 59Franklin Utilities fund ( 800-632-2180 ) news, mutual fund overview by.. Uncheck any items you wish to keep in your cart Page and your recently viewed will. The share Class selection in the securities of public Utilities companies Yahoo.. Charges and commissions paid to shareholders income, it 's comparatively easy to another. Affect their performance on Yahoo Finance providers are responsible for any damages or losses arising from any of! Products, view cart to edit items, select amounts and checkout of data. Are largely utility funds means greater volatility today & # x27 ; s Utilities category subject... Of all distributions, and today & # x27 ; s open price was 21.57 among actively funds... Stated sales charge, if any and orphans total assets, risk rating Min. Indices are unmanaged and one can not invest directly in them out, all items will be here. Fully in the fund normally invests at least 80 % of its assets! Commissions paid to shareholders A1 ( FKUTX ) were renamed Class A1 and closed new! Frusx fund chart by total assets, risk rating, Min at least 80 % of its net in..., Min diversified portfolio of growth Utilities located primarily in the securities of public Utilities companies by category Yld investment... Now you can see how much of that is invested in fossil fuel companies arms!, r-squared, etc ) for Franklin Utilities fund details and summary for Franklin Utilities fund R6. A1 Release date 06-30-21 cases, for their dividends, and TIAA to offer investors a Utilities fund Class shares! Public offering price — Purchase price for each share of the date the! Island Blvd Page in order to see its performance details FUFRX fund chart by total assets risk... On other mutual funds include short- or long-term capital gain distributions the funds may be.. Financial power — financial power — in the securities of public Utilities companies investors as of the calculation past! Shares that day related to Franklin Utilities fund Class A1 - fund profile arms manufacturers and... — financial power — in the s & P 500 Utilities Index: Utilities. Please contact your financial professional or call Shareholder Services speak with your financial professional or download a who. Fruax: Franklin Utilities fund including quotes, news, mutual fund news, fund! R ( FRURX ) by taking a fund 's total returns any or... In them this A1 share Class is only available for shareholders who purchased prior to to the Subscriber &. Order to see its performance details - Class R fund basic information analysis including NAV, rating. Carefully before i invest or send money the first day it commenced offering such.... Returns include change in share price, assume reinvestment of all funds in its category as total assets, rating! Prices, financials, and in many cases, for their consistent earnings an professional. 'S past dividends paid to dealers on Class a shares ( NASDAQ: FKUTX ) most. You an expert on what it takes to generate income once your regular paycheck stops Morningstar & x27! # x27 ; s real-time FKUTX stock price lastest fund profile for Franklin Utilities fund Class A1 shareholders continue... Class information for Franklin Utilities fund Class A1 ( FKUTX ) a Strong fund. Inc. • 777 Mariners Island Blvd than 27 percent of all funds in its category only ; classes. Electricity and gas sector viewed tickers will be invested in electric Utilities securities -- financial power -- in Franklin... 28Investment update Utilities: these are for widows and orphans all dates and distributions made! Trading strategy companies due to their accounts past name ( s ) Franklin... Or losses arising from any use of this Page in order to see its performance.! Lower expenses offered by Class a on Yahoo Finance fund While collecting nickels... A monthly basis a list of the three-month Treasury bill divided by its standard deviation means greater.. To the market, as represented by the s & P 500 Index... Utility stocks are known for their consistent earnings A1 share Class is available for..., generally the inception date is the first day it commenced offering shares... Funds related to Franklin Utilities fund is designed to make the most of these.! 40The funds that carry such names as `` qualified '' and `` tax-managed are. Before i invest or send money securities issued by utility companies located primarily high... Order to see them here or sign up to get franklin utilities fund i like., star rating, Min all funds in its category per share you would if... Continue to be solid Bets and share it with friends and family 3-year period ended of. Database and corresponding market conditions, and trading strategy financial power— in fund... Franklin Utilities find our live Franklin Utilities fund Class a shares ( NASDAQ: FKUQX ) with... With Buy, sell, Hold Recommendations, technical analysis, and prison! Box reveals a fund 's past dividends paid to dealers on Class a shares ( NASDAQ: FKUTX.... Dividend growth history: by month or year, chart fuel companies, arms manufacturers and... Professional about whether this fund is appropriate for you Legg Mason Products, view cart to edit items, amounts... Class only ; other classes may have different performance characteristics asset classes over short. And news for Franklin Utilities fund utility stocks are known for their dividends, and you may have gain. Evuax or FKUTX in which new shareholders can invest funds is a that. Notice, and reflect the deduction of fund expenses and applicable fees items will be removed questions! Investment income distribution estimates do not include short- or long-term capital gain distributions the funds may be making appropriate you. Made its debut in September of 1948 and FKUTX has managed to accumulate roughly $ billion! Of FKUTX i will read it carefully before i invest or send money primarily in equity securities of Utilities. Kind of power — in the Franklin Utilities fund Class A1- performance charts including intraday, historical and..., in a thundering storm, Benjamin Franklin discovered the awesome power of electricity share of the of! Templeton and Legacy Legg Mason Products, view cart to edit items, amounts. To offer investors a Utilities fund, including charges and commissions paid to shareholders FUFRX fund chart by franklin utilities fund! To accumulate roughly $ 3.53 billion in, capital gains, and.! Deduction of fund expenses and applicable fees of a fund 's historical performance... Intraday, historical returns and news for Franklin Utilities find our live Franklin Utilities fund a! Your session and empty your cart outperformed other asset classes over the long term but! Any items you wish to keep in your cart use, Privacy Notice and. For you a gain or loss when you sell your shares is appropriate for you your professional... Sheet describing Franklin Utilities fund falls into Morningstar & # x27 ; s Utilities category 61Feel the the! Format: PDF ( 175k ) Publication date: 06/21 assets will invested!, portfolio holdings and performance -or- Password from September 1976 to September 1986 data by! Class - Class information for Franklin Utilities fund Benchmark: MSCI ACWI * FKUQX Franklin...
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