About FRURX
Franklin Utilities Fund - Class R is a mutual fund that specializes in investments within the utilities sector. Its primary objective is to achieve both capital appreciation and current income by investing predominantly—at least 80% of net assets—in securities of public utilities companies. These companies offer essential services such as electricity, natural gas, water, and communications, as well as businesses that provide services to the utilities industry. The fund’s portfolio is composed mainly of equity securities, particularly common stocks, and it is notably concentrated, with over 25% of assets allocated to utilities-related holdings.
Designed primarily for retirement accounts, Class R shares typically feature a lower expense ratio, making them well suited for long-term, stable investment strategies. The fund’s holdings include prominent utility companies such as NextEra Energy, Southern Company, and Edison International, collectively representing a significant share of the portfolio. By focusing on a sector known for stability and steady dividends, Franklin Utilities Fund - Class R plays a key role for investors seeking exposure to essential infrastructure industries, offering the potential for consistent income and diversification within traditional investment portfolios.
Fund Family Franklin Templeton Investments
Category Utilities
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FRURX
Share Class Class R
Index S&P 500 Utilities TR
FRURX had a total return of 5.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.64%.
