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% | −5.44% | 12.17% | 5.52% | $313.16M | |||
| Allspring Utility and Telecommunications Fund - Class Inst
EVUYX
| 0.720% | −5.15% | 12.49% | 5.85% | $313.16M | |||
| ALPS Electrification Infrastructure ETF
ELFY
| — | 0.500% | 9.21% | — | — | $186.37M | ||
| American Century Utilities Fund Investor Class
BULIX
| 0.650% | −5.95% | 14.91% | 6.39% | $257.51M | |||
| Fidelity Advisor Utilities Fund - Class A
FFUAX
| 0.930% | — | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class C
FFUCX
| 1.690% | — | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class I
FFUIX
| 0.680% | — | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class M
FFUMX
| 1.180% | — | — | — | $3.21B | |||
| Fidelity Advisor Utilities Fund - Class Z
FFUZX
| 0.560% | — | — | — | $3.21B | |||
| Fidelity MSCI Utilities Index ETF
FUTY
| 0.084% | −7.35% | 13.89% | 7.59% | $2.03B | |||
| Fidelity Select Utilities Portfolio
FSUTX
| 0.640% | −9.07% | 14.57% | 10.11% | $3.21B | |||
| Fidelity Telecom and Utilities Fund
FIUIX
| 0.680% | −8.83% | 15.02% | 9.78% | $1.18B | |||
| First Trust EIP Power Solutions ETF
FPWR
| 0.960% | 5.33% | 17.71% | 10.88% | $29.30M | |||
| First Trust Utilities AlphaDEX® Fund
FXU
| 0.610% | −1.20% | 18.44% | 10.91% | $723.16M | |||
| Franklin Utilities Fund Advisor Class
FRUAX
| 0.550% | −4.97% | 15.53% | 9.30% | $6.62B | |||
| Franklin Utilities Fund Class A
FKUQX
| 0.800% | −5.23% | 15.24% | 9.02% | $6.62B | |||
| Franklin Utilities Fund Class A1
FKUTX
| 0.700% | −5.13% | 15.34% | 9.13% | $6.62B | |||
| Franklin Utilities Fund Class C
FRUSX
| 1.200% | −5.58% | 14.77% | 8.60% | $6.62B | |||
| Franklin Utilities Fund Class R
FRURX
| 1.050% | −5.43% | 14.94% | 8.75% | $6.62B | |||
| Franklin Utilities Fund Class R6
FUFRX
| 0.500% | −4.90% | 15.60% | 9.37% | $6.62B | |||
| Gabelli Utilities Fund Class A
GAUAX
| 1.380% | 0.53% | 12.98% | 5.13% | $1.60B | |||
| Gabelli Utilities Fund Class AAA
GABUX
| 1.380% | 0.70% | 12.99% | 5.16% | $1.60B | |||
| Gabelli Utilities Fund Class C
GUXPX
| 2.130% | −0.12% | 12.14% | — | $1.60B | |||
| Gabelli Utilities Fund Class Institutional
GAUIX
| 1.130% | 1.03% | 13.26% | 5.42% | $1.60B | |||
| Global X U.S. Electrification ETF
ZAP
| — | 0.500% | 4.88% | — | — | $436.71M |
United States