FUFRX Mutual Fund

FUFRX Mutual Fund (Franklin Utilities Fund Class R6) is managed by Franklin Templeton Investments (US) with $240.8M in net assets. FUFRX expense ratio is 0.50%, holding 43 positions across sectors including Utilities, Energy, Financials. Inception date: 2013-05-01.

FUFRX performance shows a YTD return of 8.72%. The 1-year return is 17.04% and the 5-year return is 11.32%. FUFRX dividend yield stands at 2.27%, paid quarterly.

FUFRX top holdings include Nextera Energy Inc (9.9%), Entergy Corp. (6.0%), Sempra Energy (5.0%), Southern Co (5.0%), Evergy Inc. (4.4%). Go to all FUFRX holdings, FUFRX sectors, or FUFRX dividends.

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