Franklin Utilities Fund Quote
| FRUSX Fund | USD 20.20 0.14 0.70% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Franklin Utilities is trading at 20.20 as of the 25th of April 2024; that is 0.70% increase since the beginning of the trading day. The fund's open price was 20.06. Franklin Utilities has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Franklin Utilities Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in the securities of public utilities companies. Franklin Utilities is traded on NASDAQ Exchange in the United States. More on Franklin Utilities Fund
Moving together with Franklin Mutual Fund
| 0.69 | D | Dominion Energy Earnings Call This Week | PairCorr |
| 0.73 | NI | NiSource Financial Report 1st of May 2024 | PairCorr |
Moving against Franklin Mutual Fund
| 0.69 | HE | Hawaiian Electric Financial Report 14th of May 2024 | PairCorr |
| 0.65 | ELPC | Companhia Paranaense | PairCorr |
| 0.56 | RNWWW | ReNew Energy Global | PairCorr |
| 0.44 | ENLT | Enlight Renewable Energy Financial Report 9th of May 2024 | PairCorr |
| 0.41 | DUKB | Duke Energy Corp | PairCorr |
| 0.41 | ELIQ | Electriq Power Holdings Symbol Change | PairCorr |
Franklin Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Franklin Utilities' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Franklin Utilities or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Utilities Funds, Utilities, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Franklin Utilities Fund [FRUSX] is traded in USA and was established 25th of April 2024. Franklin Utilities is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Utilities category and is part of Franklin Templeton Investments family. This fund currently has accumulated 6.25 B in assets under management (AUM) with no minimum investment requirementsFranklin Utilities is currently producing year-to-date (YTD) return of 4.96% with the current yeild of 0.02%, while the total return for the last 3 years was 3.27%.
Check Franklin Utilities Probability Of Bankruptcy
Instrument Allocation
Top Franklin Utilities Fund Mutual Fund Constituents
| AEP | American Electric Power | Stock | Utilities |
| CMS | CMS Energy | Stock | Utilities |
| D | Dominion Energy | Stock | Utilities |
| DTE | DTE Energy | Stock | Utilities |
| DUK | Duke Energy | Stock | Utilities |
| EIX | Edison International | Stock | Utilities |
| ES | Eversource Energy | Stock | Utilities |
Franklin Utilities Target Price Odds Analysis
Based on a normal probability distribution, the odds of Franklin Utilities jumping above the current price in 90 days from now is nearly 4.38%. The Franklin Utilities Fund probability density function shows the probability of Franklin Utilities mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Franklin Utilities has a beta of 0.0049. This usually indicates as returns on the market go up, Franklin Utilities average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Franklin Utilities Fund will be expected to be much smaller as well. Additionally, franklin Utilities Fund has an alpha of 0.1405, implying that it can generate a 0.14 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Franklin Utilities to move above the current price in 90 days from now is nearly 4.38 (This Franklin Utilities Fund probability density function shows the probability of Franklin Mutual Fund to fall within a particular range of prices over 90 days) .
Franklin Utilities Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Franklin Utilities market risk premium is the additional return an investor will receive from holding Franklin Utilities long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Franklin Utilities. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Franklin Utilities' alpha and beta are two of the key measurements used to evaluate Franklin Utilities' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6991 | |||
| Semi Deviation | 0.7719 | |||
| Standard Deviation | 0.9434 | |||
| Variance | 0.8899 |
Franklin Utilities Against Markets
Picking the right benchmark for Franklin Utilities mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Franklin Utilities mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Franklin Utilities is critical whether you are bullish or bearish towards Franklin Utilities Fund at a given time. Please also check how Franklin Utilities' historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Franklin Utilities without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Franklin Mutual Fund?
Before investing in Franklin Utilities, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Franklin Utilities. To buy Franklin Utilities fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Franklin Utilities. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Franklin Utilities fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Franklin Utilities Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Franklin Utilities Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Franklin Utilities Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Franklin Utilities Fund?
The danger of trading Franklin Utilities Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Franklin Utilities is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Franklin Utilities. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Franklin Utilities is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Franklin Utilities Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.