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Morningstar

Franklin Utilities A FKUQX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 21.45  /  0.19 %
  • Total Assets 6.9 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Utilities
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.16%
  • Turnover 6%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis FKUQX

Will FKUQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FKUQX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FKUQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FKUQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced managers using a nondescript process.

Analyst

Summary

| by Paul Ruppe

Franklin Utilities’ experienced team keeps its Morningstar Analyst Rating at Bronze for its cheaper share classes and Neutral for its pricier ones.

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