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Franklin Custodian Fds Utilities Fund Class A1: (MF: FKUTX)

(NASDAQ Mutual Funds) As of Apr 18, 2019 08:15 PM ET

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$19.95 USD

0.00 (0.00%)

Zacks MF Rank 2-Buy   2      

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

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1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Mar 31, 2019

Total Return %* Percentile Rank Objective
YTD 12.53 32
3 months 12.53 32
6 months 13.54 5
1 Year 20.26 5
3 Year 9.47 36
5 Year 9.93 9
10 Year 13.04 24

* Annual for three years and beyond.

Zacks Premium Research for FKUTX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Sell 5
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Portfolio Statistics

%Unrealized Gain YTD 44.46
% Yield 2.37
% SEC Yield
Net Assets (Mil $) 3/31/2019 3,893.78
%Turnover 3/31/2019 4.58

Risk

3 Year 5 Year 10 Year
Beta 0.28 0.32 0.35
Alpha 5.25 6.33 7.41
R Squared 0.07 0.09 0.16
Std. Dev. 11.20 11.96 11.12
Sharpe 0.79 0.82 3.00

Sector / Country Weightings

As of 3/31/2019 % of Portfolio
Utilities 92.00
Energy 6.21
Other 1.41
Industrial Cyclical 0.38

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2018)
% of Portfolio Value (Mil$)
NEXTERA ENERGY INC 8.35 478.01
~DOMINION ENERGY PLC 5.24 300.13
EXELON CORP 5.20 297.66
AMERICAN ELECTRIC POWER C 4.96 284.01
DUKE ENERGY CORP 4.82 276.16
SEMPRA ENERGY 4.35 248.84
CMS ENERGY CORP 4.34 248.25
EVERGY INC 4.16 238.43
XCEL ENERGY INC 3.96 226.64

Stock Holding % of Net Assets

As Of 12/31/2018
Total Issues 47
Avg. P/E 16.00
Avg. P/Book 1.71
Avg. EPS Growth 3.02
Avg. Market Value (Mil $) 30,194

Allocation

% of Portfolio
Large Growth NA
Large Value NA
Small Growth NA
Small Value NA
Foreign Stock NA
Emerging Market NA
Precious Metal NA
Intermediate Bond NA
Foreign Bond NA
High Yield Bond NA