Nasdaq - Delayed Quote USD

Franklin Utilities R6 (FUFRX)

23.59
-0.07
(-0.30%)
At close: 8:04:18 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.82%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 4.58%
5y Average Return 12.27%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FUFRXCategory AverageFUFRXCategory AverageFUFRXCategory Average
Alpha 0.29 0.02 2.8 0 4.33 0.05
BETA 0.72 0 0.61 0 0.53 0
Mean Annual Return 0.79 0.01 1.01 0.01 0.86 0.01
R-squared 46.9 0.37 32.54 0.29 28.52 0.25
Standard Deviation 16.27 0.15 16.23 0.13 14.8 0.13
Sharpe Ratio 0.3 0.01 0.57 0 0.56 0.01
Treynor Ratio 5.26 0.16 13.99 0.13 14.2 0.22

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