Nasdaq - Delayed Quote USD

Franklin Utilities A (FKUQX)

23.77
+0.48
+(2.06%)
At close: 8:00:48 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.11%
5y Average Return 11.69%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (May 14, 2025) 27.43%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 27.43%
Worst 3Y Total Return 4.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FKUQX
Category
YTD
4.69%
4.24%
1-Month
0.47%
-1.35%
3-Month
3.86%
0.70%
1-Year
25.34%
18.66%
3-Year
8.17%
9.19%
5-Year
11.01%
7.16%
10-Year
9.22%
9.33%
Last Bull Market
28.66%
12.93%
Last Bear Market
-5.32%
-5.79%

Annual Total Return (%) History

Year
FKUQX
Category
2025
--
--
2024
27.43%
--
2023
-4.93%
--
2022
1.58%
--
2021
17.86%
--
2020
-2.00%
0.89%
2019
26.62%
22.87%
2018
--
2.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.20% -- -- --
2024 5.08% 4.74% 18.20% -2.04%
2023 -1.73% -2.21% -8.56% 8.19%
2022 5.41% -5.32% -6.30% 8.62%
2021 3.23% 0.11% 1.03% 12.88%
2020 -14.80% 3.26% 3.57% 7.55%
2019 12.51% 3.93% 8.05% 0.22%
2018 0.85% -- -- --

Rank in Category (By Total Return)

YTD 74
1-Month 17
3-Month 32
1-Year 20
3-Year 36
5-Year 36

Load Adjusted Returns

1-Year 20.64%
3-Year 6.80%
5-Year 10.17%
10-Year 8.80%

Performance & Risk

YTD Return 4.11%
5y Average Return 11.69%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category Utilities
Fund Family Franklin Templeton Investments
Net Assets 6.65B
YTD Return 4.69%
Yield 2.24%
Morningstar Rating
Inception Date Sep 30, 1948

Fund Summary

The fund normally invests at least 80% of its net assets in the securities of public utilities companies. These are companies that provide electricity, natural gas, water, and communications services to the public and companies that provide services to public utilities companies. It concentrates (invests more than 25% of its total assets) in companies operating in the utilities industry. The fund invests primarily in equity securities, which consist mainly of common stocks.

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