FRUSX Mutual Fund

FRUSX Mutual Fund (Franklin Utilities Fund Class C) is managed by Franklin Templeton Investments (US) with $162.7M in net assets. FRUSX expense ratio is 1.20%, holding 43 positions across sectors including Utilities, Energy, Financials. Inception date: 1995-05-01.

FRUSX performance shows a YTD return of 4.17%. The 1-year return is 2.90% and the 5-year return is 9.58%. FRUSX dividend yield stands at 1.80%, paid quarterly.

FRUSX top holdings include Nextera Energy Inc (9.4%), Entergy Corp. (6.4%), Sempra Common Stock (4.7%), Evergy Inc. (4.5%), Duke Energy Corp (4.4%). Go to all FRUSX holdings, FRUSX sectors, or FRUSX dividends.

FRUSX can be compared against other funds. Use FRUSX overlap to find shared positions, or FRUSX vs another fund for a side-by-side view. FRUSX alternatives are available via the screener, along with tax-loss harvesting opportunities.