FKUTX Rating, Research - Franklin Utilities A

Franklin Utilities A (fkutx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 29

Threats + Weaknesses = 20

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fkutx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Franklin Utilities A (FKUTX) Description: FKUTX is a mutual fund, which is an investment that owns a basket of assets. The FKUTX mutual fund was provided by Franklin and this investment vehicle derives the majority of its value from equity holdings (stocks). Franklins mutual fund has a long management tenure and is in the large fund size classification. FKUTXs minimum initial investment amount is $1000 while the IRA minimum is $250. FKUTXs expense ratio is roughly 1%. The latest FKUTXs front end load was 4% and the back end load was 0%. The Franklin Utilities A (FKUTX) mutual fund falls under the utilities category. FKUTX focuses its investments in USA and FKUTX is focused on the utilities industry or fund sector. The Franklin Utilities A (FKUTX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FKUTXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FKUTXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return, consisting of current income and capital appreciation. The fund invests at least 80% of net assets in common, preferred and convertible preferred stocks (see stock research) and investment grade bonds or convertible debentures of utility and telecommunications companies. It may invest up to 35% of total assets in convertible debentures of utility and telecommunications companies and up to 20% of this portion may be invested in convertible debentures rated below investment grade. The fund also invests up to 30% of total assets in equity securities (see equity research) of foreign issuers, including ADRs and similar investments. It is non-diversified.

Management Analysis Update

Performance Analysis Update