Utility Funds
ETFs and mutual funds in this sector focus on companies involved in electric, gas, and water utility production and distribution.
|
Name
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|
| Allspring Utility and Telecommunications Fund - Class A
EVUAX
| 1.030% | −2.73% | 14.16% | 6.01% | $334.18M | |||
| Allspring Utility and Telecommunications Fund - Class Inst
EVUYX
| 0.720% | −2.42% | 14.49% | 6.33% | $334.18M | |||
| ALPS Electrification Infrastructure ETF
ELFY
| — | 0.500% | 3.62% | — | — | $167.31M | ||
| American Century Utilities Fund Investor Class
BULIX
| 0.650% | −2.89% | 17.86% | 6.96% | $273.76M | |||
| Fidelity Advisor Utilities Fund - Class A
FFUAX
| 0.930% | −7.39% | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class C
FFUCX
| 1.690% | −8.08% | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class I
FFUIX
| 0.680% | −7.15% | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class M
FFUMX
| 1.180% | −7.61% | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class Z
FFUZX
| 0.560% | −7.03% | — | — | $3.21B | |||
| Fidelity MSCI Utilities Index ETF
FUTY
| 0.084% | −4.44% | 16.02% | 7.88% | $2.03B | |||
| Fidelity Select Utilities Portfolio
FSUTX
| 0.640% | −7.10% | 16.37% | 10.01% | $3.21B | |||
| Fidelity Telecom and Utilities Fund
FIUIX
| 0.680% | −7.94% | 15.36% | 9.55% | $1.18B | |||
| First Trust EIP Power Solutions ETF
FPWR
| 0.960% | 12.07% | 21.00% | 11.36% | $33.37M | |||
| First Trust Utilities AlphaDEX® Fund
FXU
| 0.610% | 4.02% | 22.26% | 11.86% | $760.26M | |||
| Franklin Utilities Fund Advisor Class
FRUAX
| 0.550% | −0.47% | 18.84% | 10.02% | $7.09B | |||
| Franklin Utilities Fund Class A
FKUQX
| 0.800% | −0.73% | 18.54% | 9.74% | $7.09B | |||
| Franklin Utilities Fund Class A1
FKUTX
| 0.700% | −0.63% | 18.65% | 9.85% | $7.09B | |||
| Franklin Utilities Fund Class C
FRUSX
| 1.200% | −1.11% | 18.07% | 9.31% | $7.09B | |||
| Franklin Utilities Fund Class R
FRURX
| 1.050% | −0.99% | 18.24% | 9.46% | $7.09B | |||
| Franklin Utilities Fund Class R6
FUFRX
| 0.500% | −0.41% | 18.90% | 10.09% | $7.09B | |||
| Gabelli Utilities Fund Class A
GAUAX
| 1.380% | 5.84% | 16.39% | 5.74% | $1.71B | |||
| Gabelli Utilities Fund Class AAA
GABUX
| 1.380% | 5.81% | 16.37% | 5.75% | $1.71B | |||
| Gabelli Utilities Fund Class C
GUXPX
| 2.130% | 6.18% | 15.95% | — | $1.71B | |||
| Gabelli Utilities Fund Class Institutional
GAUIX
| 1.130% | 6.13% | 16.67% | 5.99% | $1.71B | |||
| Global X U.S. Electrification ETF
ZAP
| — | 0.500% | 4.01% | — | — | $446.88M |
United States