Nasdaq - Delayed Quote USD

Franklin Utilities C (FRUSX)

23.59
+0.48
+(2.08%)
At close: 8:09:18 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.95%
5y Average Return 11.24%
Number of Years Up 22
Number of Years Down 7
Best 1Y Total Return (May 14, 2025) 26.97%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 26.97%
Worst 3Y Total Return 4.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FRUSX
Category
YTD
4.58%
4.24%
1-Month
0.48%
-1.35%
3-Month
3.79%
0.70%
1-Year
24.89%
18.66%
3-Year
7.75%
9.19%
5-Year
10.58%
7.16%
10-Year
8.79%
9.33%
Last Bull Market
28.32%
12.93%
Last Bear Market
-5.46%
-5.79%

Annual Total Return (%) History

Year
FRUSX
Category
2025
--
--
2024
26.97%
--
2023
-5.30%
--
2022
1.13%
--
2021
17.44%
--
2020
-2.41%
0.89%
2019
26.16%
22.87%
2018
2.19%
2.76%

2017
10.02%
11.83%
2016
17.13%
13.75%
2015
-7.84%
-9.86%
2014
24.54%
17.08%
2013
13.19%
18.37%
2012
5.08%
6.90%
2011
18.85%
10.58%
2010
6.34%
8.60%
2009
13.29%
17.82%
2008
-26.00%
-33.87%
2007
15.90%
20.39%
2006
23.17%
26.03%
2005
10.16%
13.59%
2004
22.70%
23.96%
2003
18.56%
23.65%
2002
-10.89%
-23.82%
2001
-8.54%
-20.74%
2000
40.95%
8.42%
1999
-15.45%
15.87%
1998
7.04%
19.19%
1997
24.22%
26.13%
1996
1.51%
9.81%
1995
--
28.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.09% -- -- --
2024 5.01% 4.62% 18.12% -2.16%
2023 -1.80% -2.28% -8.65% 8.02%
2022 5.34% -5.46% -6.38% 8.47%
2021 3.14% 0.06% 0.94% 12.74%
2020 -14.88% 3.18% 3.43% 7.43%
2019 12.42% 3.85% 7.99% 0.07%
2018 -4.03% 4.23% 1.44% 0.70%
2017 6.11% 1.48% 2.48% -0.30%
2016 14.55% 7.56% -4.53% -0.42%

2015 -3.98% -6.07% 2.21% -0.03%
2014 8.46% 8.73% -4.31% 10.36%
2013 11.80% -1.69% -0.35% 3.33%
2012 0.20% 5.72% 1.18% -1.95%
2011 3.65% 5.39% 0.24% 8.53%
2010 -2.64% -4.67% 12.01% 2.28%
2009 -10.76% 10.97% 6.12% 7.80%
2008 -10.38% 5.98% -13.23% -10.22%
2007 7.70% -0.97% 1.85% 6.70%
2006 0.88% 4.32% 6.19% 10.22%
2005 1.85% 8.53% 4.87% -4.97%
2004 5.12% -0.50% 6.12% 10.55%
2003 -3.53% 14.90% -0.87% 7.90%
2002 3.96% -7.51% -12.05% 5.37%
2001 -3.89% -0.69% -6.96% 2.99%
2000 1.21% 2.28% 26.62% 7.53%
1999 -11.40% 6.98% -5.43% -5.66%
1998 3.63% -2.66% 4.59% 1.46%
1997 -1.68% 5.60% 4.11% 14.92%
1996 -1.19% 2.72% -4.38% 4.60%
1995 6.55% 8.60% -- --

Rank in Category (By Total Return)

YTD 76
1-Month 16
3-Month 34
1-Year 23
3-Year 45
5-Year 39

Load Adjusted Returns

1-Year 23.89%
3-Year 7.75%
5-Year 10.58%
10-Year 8.79%

Performance & Risk

YTD Return 3.95%
5y Average Return 11.24%
Rank in Category (ytd) 76
% 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 4.58%
Yield 1.90%
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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