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Franklin Utilities Fund Class A1: (MF: FKUTX)

(NASDAQ Mutual Funds) As of Jun 7, 2023 08:00 PM ET

$20.72 USD

+0.35 (1.72%)

Zacks MF Rank

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

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2023

Total Return %* Percentile Rank Objective
YTD 0.06 48
3 months 1.04 28
6 months 6.10 45
1 Year -0.12 40
3 Year 10.07 40
5 Year 9.33 12
10 Year 8.36 16

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 146.16
Bear Market (10/07 - 2/09) -34.79
Bull Market (2/09 - 9/19) 355.33

Load Adjusted Returns as of Apr 30, 2023

1 Year -8.67
5 Year 8.59
10 Year 8.33
Since Inception 9.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2023 -1.70 NA NA NA
2022 5.47 -5.33 -6.22 8.60
2021 3.25 0.18 1.05 12.85
2020 -14.77 3.28 3.59 7.53
2019 12.53 4.00 8.07 0.26
2018 -3.87 4.34 1.50 0.89

Annual Return

20232022202120202019201820172016201520142013
% Total Return 0.061.6817.97-1.9326.822.7110.5617.77-7.3925.1213.73
% Total Return Rel to Index -9.0919.88-10.70-20.33-4.667.10-11.225.83-8.7811.48-18.64
% Total Return Rel to Peer -1.546.212.33-4.202.804.17-3.146.38-0.3612.86-6.47
% Perf Quintile vs Peer* 3.001.001.004.002.002.004.001.002.001.005.00
% Dividends 0.120.490.490.530.520.510.530.470.500.470.48
% Yield 2.192.172.092.452.262.642.682.593.022.513.14
Capital Gains ($) 0.000.310.591.410.350.580.310.010.520.410.04
Expense Ratio 0.000.720.720.730.730.740.750.730.730.750.75

* 1 = Top 20%, 5 = Bottom 20%