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Utilities: Total Returns

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Data through 5/18/2012. Click here to return to the Fund Category Performance page.
Our favorite Utilities funds.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Utilities -1.12 -0.61 -1.14 1.00 14.51 -0.75
American Century Utilities Inv BULIX 2.40 0.21 0.65 1.97 14.58 -0.34
Wells Fargo Advantage Utility&Telecom A EVUAX -1.54 0.18 -0.77 4.99 13.72 -0.34
Wells Fargo Advantage Utility&Telec A LW EVUAX.LW -1.54 0.18 -0.77 4.99 13.72 -0.34
Wells Fargo Advantage Utility&Telecom B EVUBX -1.61 -0.12 -0.93 4.25 12.86 -1.08
Wells Fargo Advantage Utility&Telecom C EVUCX -1.61 -0.05 -0.93 4.26 12.86 -1.07
Wells Fargo Advantage Util&Telecom Adm EVUDX -1.54 0.30 -0.73 5.28 --- ---
Wells Fargo Advantage Utility&Telecom I EVUYX -1.53 0.34 -0.69 5.46 14.10 -0.06
Fidelity Advisor Utilities B FAUBX 0.93 1.14 3.60 3.38 15.96 -1.97
Fidelity Advisor Utilities T FAUFX 1.02 1.33 3.72 3.92 16.52 -1.49
Fidelity Telecom and Utilities FIUIX 0.98 1.23 2.48 2.63 16.63 -1.71
Franklin Utilities A FKUTX 1.13 0.99 2.21 9.37 17.06 2.14
Franklin Utilities A Load Waived FKUTX.LW 1.13 0.99 2.21 9.37 17.06 2.14
Flex Funds Utilities and Infrastructure FLRUX -5.88 -5.27 -8.65 -6.68 12.69 -1.19
Frontegra MFG Core Infrastructure Instl FMGIX -2.71 --- -2.71 --- --- ---
Franklin Utilities Adv FRUAX 1.20 1.09 2.24 9.56 17.23 2.30
Franklin Utilities B FRUBX 1.13 0.76 2.06 8.77 16.44 1.64
Franklin Utilities R FRURX 1.14 0.91 2.14 9.04 16.64 1.81
Franklin Utilities C FRUSX 1.14 0.80 2.10 8.81 16.46 1.64
Invesco Utilities Institutional FSIUX 1.09 -1.15 0.93 4.31 14.60 -0.41
Invesco Utilities Investor FSTUX 1.09 -1.31 0.81 3.86 13.98 -0.90
Fidelity Select Utilities Portfolio FSUTX 1.08 1.63 4.00 4.53 17.01 -1.42
Fidelity Advisor Utilities A FUGAX 1.02 1.44 3.78 4.17 16.83 -1.23
Fidelity Advisor Utilities A LW FUGAX.LW 1.02 1.44 3.78 4.17 16.83 -1.23
Fidelity Advisor Utilities C FUGCX 0.99 1.20 3.63 3.43 15.96 -1.95
Fidelity Advisor Utilities I FUGIX 1.06 1.57 3.88 4.47 17.13 -0.95
Gabelli Utilities AAA GABUX -2.12 -2.81 -3.94 -2.30 13.82 1.63
FBR Gas Utility Index Investor GASFX -1.07 -1.00 -0.86 9.29 21.70 5.04
Gabelli Utilities A GAUAX -1.93 -2.78 -3.91 -2.14 13.85 1.65
Gabelli Utilities A Load Waived GAUAX.LW -1.93 -2.78 -3.91 -2.14 13.85 1.65
Gabelli Utilities B GAUBX -2.04 -3.20 -4.31 -3.17 12.94 0.83
Gabelli Utilities C GAUCX -2.01 -2.98 -4.08 -2.95 13.08 0.90
Gabelli Utilities I GAUIX -1.92 -2.60 -3.73 -1.96 14.19 ---
Invesco Utilities A IAUTX 1.03 -1.33 0.81 3.87 14.00 -0.91
Invesco Utilities A Load Waived IAUTX.LW 1.03 -1.33 0.81 3.87 14.00 -0.91
Invesco Utilities Y IAUYX 1.09 -1.25 0.87 4.12 14.26 ---
Invesco Utilities B IBUTX 0.97 -1.63 0.62 3.09 13.14 -1.65
ICON Utilities S ICTUX 1.24 -2.49 -0.12 5.51 13.10 -0.66
ICON Utilities A ICTVX 1.25 -2.50 -0.09 5.15 --- ---
ICON Utilities A Load Waived ICTVX.LW 1.25 -2.50 -0.09 5.15 --- ---
ICON Utilities C ICTZX 1.26 -2.71 -0.15 4.98 --- ---
ING MFS Utilities Port Adv IMFAX -4.08 -1.03 -4.89 -5.17 15.11 0.82
ING MFS Utilities Port S2 IMFSX -4.02 -0.87 -4.83 -4.90 15.05 0.91
ING MFS Utilities Port I IMUIX -3.95 -0.73 -4.76 -4.53 15.81 1.43
ING MFS Utilities Port S IMUSX -3.97 -0.81 -4.78 -4.78 15.51 1.18
Invesco Utilities C IUTCX 0.96 -1.61 0.62 3.08 13.14 -1.65
Prudential Jennison Utility R JDURX -2.93 1.43 -2.19 0.58 16.96 -2.34
JHVIT Utilities Trust Ser I JEUTX -3.82 -0.67 -4.59 -4.43 15.89 1.13
MFS Utilities B MMUBX -3.94 -1.00 -4.77 -5.25 14.73 0.54
MFS Utilities C MMUCX -3.94 -0.99 -4.82 -5.24 14.75 0.55
MFS Utilities A MMUFX -3.87 -0.75 -4.64 -4.53 15.59 1.29
MFS Utilities A Load Waived MMUFX.LW -3.87 -0.75 -4.64 -4.53 15.59 1.29
MFS Utilities R1 MMUGX -3.95 -1.06 -4.83 -5.25 14.74 0.52
MFS Utilities R3 MMUHX -3.93 -0.75 -4.65 -4.53 15.58 1.28
MFS Utilities I MMUIX -3.84 -0.67 -4.57 -4.28 15.88 1.55
MFS Utilities R4 MMUJX -3.90 -0.67 -4.64 -4.34 15.86 1.53
MFS Utilities R2 MURRX -3.89 -0.83 -4.70 -4.77 15.31 1.04
Prudential Jennison Utility C PCUFX -3.03 1.21 -2.41 0.07 16.33 -2.83
Prudential Jennison Utility A PRUAX -3.02 1.49 -2.22 0.78 17.13 -2.15
Prudential Jennison Utility A LW PRUAX.LW -3.02 1.49 -2.22 0.78 17.13 -2.15
Prudential Jennison Utility B PRUTX -3.02 1.30 -2.32 0.16 16.37 -2.83
Prudential Jennison Utility Z PRUZX -2.93 1.66 -2.14 1.09 17.51 -1.86
Putnam Global Utilities A PUGIX -1.57 0.34 -0.35 -4.85 5.11 -5.68
Putnam Global Utilities A Load Waived PUGIX.LW -1.57 0.34 -0.35 -4.85 5.11 -5.68
Putnam Global Utilities R PULRX -1.67 0.18 -0.51 -5.18 4.84 -5.93
Putnam Global Utilities B PUTBX -1.57 0.06 -0.54 -5.60 4.30 -6.39
Putnam Global Utilities C PUTCX -1.67 -0.04 -0.54 -5.69 4.29 -6.39
Putnam Global Utilities M PUTMX -1.67 0.02 -0.48 -5.44 4.55 -6.16
Putnam Global Utilities Y PUTYX -1.47 0.40 -0.29 -4.61 5.38 -5.44
Reaves Select Research Inv RSRAX -2.67 -1.70 -4.81 -0.77 14.28 -1.63
Reaves Select Research Instl RSRFX -2.55 -1.53 -4.65 -0.53 14.56 -1.37
Rydex Utilities Adv RYAUX 0.67 -1.93 0.00 3.35 15.30 -0.55
Rydex Utilities C RYCUX 0.64 -2.17 -0.16 2.71 14.70 -1.08
Rydex Utilities Inv RYUIX 0.69 -1.79 0.10 3.80 15.86 -0.08
Rydex Utilities A RYUTX 0.69 -1.88 0.04 3.54 15.58 -0.31
Rydex Utilities A Load Waived RYUTX.LW 0.69 -1.88 0.04 3.54 15.58 -0.31
ProFunds Utilities UltraSector Inv UTPIX 1.73 -2.59 1.07 7.11 21.65 -4.81
ProFunds Utilities UltraSector Svc UTPSX 1.66 -2.94 0.87 6.13 20.51 -5.73
Vanguard Utilities Index Adm VUIAX 1.59 -1.06 1.44 6.91 16.07 0.17
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