Utilities: Total Returns

Data through 2/21/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Utilities 5.54 7.97 5.38 18.72 11.43 8.89
American Century Utilities Inv BULIX 4.59 7.08 4.05 15.51 7.82 7.90
Wells Fargo Util and Telecomms A EVUAX 5.53 8.73 6.00 20.22 12.10 7.93
Wells Fargo Util and Telecomms C EVUCX 5.48 8.63 5.80 19.28 11.27 7.11
Wells Fargo Util and Telecomms Adm EVUDX 5.57 8.77 6.06 20.43 12.32 8.13
Wells Fargo Util and Telecomms Inst EVUYX 5.58 8.83 6.12 20.67 12.52 8.29
Russell 2000 Utilities TR USD F00000J3TT 5.51 8.75 2.03 19.44 13.71 11.06
Russell 2000/Utilities PR USD F00000J3TV 5.22 8.41 1.40 16.35 10.79 8.11
Russell Midcap Utilities TR USD F00000J3UF 6.74 7.70 5.44 18.83 10.57 9.97
Russell Midcap Utilities PR USD F00000J3UH 6.41 7.35 4.58 14.80 6.93 6.33
Russell 1000 Value Utilities PR USD F00000O04C 3.69 6.06 2.89 9.78 4.27 4.65
Russell 1000 Value Utilities TR USD F00000O04L 3.97 6.88 3.97 14.54 8.53 8.93
Russell 1000 Growth Utilities PR USD F00000O04U 4.19 14.42 6.72 5.59 2.38 3.01
Russell 1000 Growth Utilities TR USD F00000O053 4.19 14.42 6.72 6.70 5.50 6.78
Russell 2000 Growth Utilities PR USD F00000O05C 6.47 13.22 5.69 8.12 13.85 8.99
Russell 2000 Growth Utilities TR USD F00000O05L 6.55 13.30 5.83 9.73 15.95 11.20
Russell 2000 Value Utilities PR USD F00000O05U 4.90 7.22 0.33 18.94 9.58 7.51
Russell 2000 Value Utilities TR USD F00000O063 5.24 7.62 1.07 22.49 12.72 10.63
Russell 1000 Utilities PR USD F00000O5Y6 3.70 6.18 2.95 9.97 4.18 4.53
Russell Top 200 Utilities PR USD F00000O5Y7 2.11 5.48 1.98 7.38 2.66 3.49
Russell Top 200 Growth Utilities PR USD F00000O5Y8 9.63 15.41 9.93 25.10 7.49 5.82
Russell Top 200 Value Utilities PR USD F00000O5Y9 1.99 5.31 1.84 6.29 2.58 3.62
Russell Midcap Growth Utilities PR USD F00000O5YA -7.49 12.00 -1.99 -27.31 2.24 2.94
Russell Midcap Value Utilities PR USD F00000O5YB 6.60 7.30 4.63 15.46 6.91 6.21
Russell 1000 Utilities TR USD F00000O5ZK 3.97 6.99 4.02 14.65 8.42 8.82
Russell Top 200 Growth Utilities TR USD F00000O5ZM 9.63 15.41 9.93 26.51 10.96 9.87
Russell Midcap Growth Utilities TR USD F00000O5ZN -7.49 12.00 -1.99 -27.29 2.43 3.88
Russell Top 200 Utilities TR USD F00000O5ZO 2.36 6.56 3.15 12.44 7.23 8.15
Russell Top 200 Value Utilities TR USD F00000O5ZP 2.24 6.41 3.04 11.39 7.19 8.30
Russell Midcap Value Utilities TR USD F00000O5ZQ 6.93 7.65 5.51 19.58 10.60 9.91
Russell 3000 Utilities TR USD F00000ORTS 4.07 7.10 3.89 14.99 8.77 8.97
Russell 1000 EW Utilities PR USD F00000VA1B 5.51 7.34 4.82 18.78 9.57 7.43
Russell 1000 EW Utilities TR USD F00000VA1H 5.83 7.75 5.58 22.56 13.04 10.94
Russell 1000 EW Utilities NR USD F00000VA1N 5.73 7.62 5.35 21.42 11.98 9.87
Russell 2500 Growth Utilities TR USD F00000WGQU 2.94 13.00 4.21 -0.68 13.52 9.43
Russell 2500 Value Utilities TR USD F00000WGR2 5.25 8.09 4.58 27.52 14.62 12.74
Russell 2500 Utilities TR USD F00000WGRB 4.96 8.68 4.59 23.39 14.68 12.60
Russell 3000 Growth Utilities TR USD F00000WGRK 5.32 13.88 6.30 7.46 7.04 7.63
Russell 3000 Value Utilities TR USD F00000WGRT 4.04 6.92 3.82 15.01 8.78 9.02
Morningstar Gbl Utils Moat Foc NR USD F00000YH7B 5.93 8.45 8.19 19.55 13.75 9.97
Morningstar Gbl Utils Moat Foc GR USD F00000YH7C 6.06 8.59 8.38 20.51 14.65 10.90
Morningstar Gbl Utils Moat Foc PR USD F00000YH7E 5.61 8.03 7.61 16.39 10.86 6.94
Morningstar Asia Pac Utilities GR USD F00000YKU7 2.02 5.57 7.15 8.29 9.08 5.49
Morningstar Asia Pac Utilities PR USD F00000YKU9 1.85 5.39 6.71 4.95 5.69 2.48
Morningstar Asia Pac Utilities NR USD F00000YKUA 2.02 5.57 7.10 7.88 8.66 5.12
Morningstar DM Europe Utilities GR USD F00000YL0H 3.43 8.09 8.24 13.55 10.02 1.65
Morningstar DM Europe Utilities PR USD F00000YL0J 3.40 7.20 6.85 7.98 4.77 -3.06
Morningstar DM Europe Utilities NR USD F00000YL0L 3.43 7.92 8.02 12.55 9.10 0.85
Morningstar EM Utilities NR USD F00000YLDE 3.06 8.16 10.77 -0.47 11.13 2.26
Morningstar EM Utilities GR USD F00000YLDM 3.06 8.19 10.87 -0.09 11.59 2.64
Morningstar EM Utilities PR USD F00000YLDO 2.95 7.94 10.21 -3.30 7.88 -0.61
Morningstar Gbl Utilities GR USD F00000YLK6 4.75 7.53 6.90 15.60 10.96 7.05
Morningstar Gbl Utilities NR USD F00000YLK7 4.68 7.41 6.68 14.60 10.02 6.16
Morningstar Gbl Utilities PR USD F00000YLK8 4.46 7.01 5.97 11.26 6.88 3.14
Morningstar US Utilities Moat Foc TR USD F00000YPHS 5.99 8.27 6.16 23.31 12.92 13.15
Morningstar US Utilities Moat Foc PR USD F00000YPHU 5.49 7.75 5.39 19.49 9.39 9.41
Morningstar US Utilities Moat Foc NR USD F00000YPHX 5.84 8.11 5.93 22.15 11.85 12.01
Morningstar DM Utilities Moat Foc GR USD F00000YSMT 5.64 8.37 6.97 20.58 12.93 10.58
Morningstar DM Utilities Moat Foc NR USD F00000YSN4 5.52 8.23 6.75 19.50 11.95 9.58
Morningstar DM Utilities Moat Foc PR USD F00000YSN7 5.21 7.81 6.11 16.17 8.98 6.52
Morningstar US Utilities Sector NR USD F000010SCC 6.33 7.02 5.29 19.87 10.37 9.82
Fidelity Advisor® Utilities M FAUFX 5.96 6.34 5.48 20.14 13.59 8.85
Fidelity Advisor® Utilities Z FIKIX 6.03 6.47 5.69 --- --- ---
Fidelity® Telecom and Utilities FIUIX 3.20 6.31 3.74 15.78 12.28 8.22
Franklin Utilities Fund Class A USD FKUQX 6.47 8.94 6.77 --- --- ---
Franklin Utilities A1 FKUTX 6.47 8.99 6.80 21.13 11.23 9.74
Franklin Utilities Adv FRUAX 6.47 8.97 6.84 21.32 11.41 9.91
Franklin Utilities R FRURX 6.44 8.91 6.74 20.74 10.85 9.36
Franklin Utilities C FRUSX 6.45 8.93 6.65 20.59 10.68 9.20
Fidelity® Select Utilities FSUTX 6.13 6.58 5.83 21.01 14.46 9.60
Franklin Utilities R6 FUFRX 6.52 9.03 6.86 21.44 11.50 10.02
Fidelity Advisor® Utilities A FUGAX 6.01 6.39 5.59 20.53 13.95 9.19
Fidelity Advisor® Utilities C FUGCX 5.94 6.28 5.39 19.60 13.09 8.37
Fidelity Advisor® Utilities I FUGIX 6.02 6.43 5.65 20.83 14.25 9.49
Gabelli Utilities AAA GABUX 5.33 9.32 5.00 14.59 10.03 5.99
Hennessy Gas Utility Investor GASFX 5.96 10.50 5.64 15.44 10.19 6.05
Gabelli Utilities A GAUAX 5.36 9.15 4.91 14.46 9.99 5.97
Gabelli Utilities C GAUCX 5.27 9.05 4.77 13.73 9.19 5.20
Gabelli Utilities I GAUIX 5.40 9.30 4.96 14.84 10.31 6.23
Hennessy Gas Utility Institutional HGASX 6.01 10.56 5.77 15.86 --- ---
ICON Utilities S ICTUX 5.37 9.15 5.91 20.65 12.14 10.45
ICON Utilities A ICTVX 5.35 9.08 5.83 20.47 11.87 10.15
PGIM Jennison Utility R JDURX 5.29 8.19 6.27 17.37 12.34 7.33
MFS Utilities B MMUBX 4.44 8.43 7.21 13.14 12.31 4.61
MFS Utilities C MMUCX 4.44 8.43 7.21 13.19 12.31 4.62
MFS Utilities A MMUFX 4.48 8.50 7.36 13.97 13.13 5.39
MFS Utilities R1 MMUGX 4.45 8.39 7.16 13.11 12.27 4.61
MFS Utilities R3 MMUHX 4.48 8.50 7.38 13.99 13.14 5.39
MFS Utilities I MMUIX 4.53 8.53 7.41 14.27 13.42 5.66
MFS Utilities R4 MMUJX 4.55 8.62 7.49 14.31 13.42 5.67
MFS Utilities R6 MMUKX 4.54 8.59 7.46 14.34 13.51 5.76
Morningstar DM Utilities GR USD MSEGDUGU 4.96 7.46 6.44 17.84 10.91 7.63
Morningstar DM Utilities NR USD MSEGDUNU 4.88 7.32 6.21 16.75 9.91 6.66
Morningstar DM Utilities PR USD MSEGDUPU 4.65 6.90 5.48 13.33 6.78 3.62
MFS Utilities R2 MURRX 4.47 8.50 7.33 13.74 12.84 5.13
Morningstar US Utilities PR USD MUS 6.01 6.69 4.68 17.04 7.79 7.19
Morningstar US Utilities TR USD MUST 6.47 7.17 5.54 21.10 11.50 10.97
PGIM Jennison Utility C PCUFX 5.31 8.22 6.22 16.94 11.81 6.81
PGIM Jennison Utility A PRUAX 5.36 8.34 6.44 17.82 12.62 7.58
PGIM Jennison Utility R6 PRUQX 5.35 8.33 6.46 18.11 --- ---
PGIM Jennison Utility B PRUTX 5.30 8.21 6.14 16.73 11.71 6.76
PGIM Jennison Utility Z PRUZX 5.35 8.33 6.45 18.06 12.94 7.89
Putnam Global Utilities A PUGIX 4.95 8.07 6.84 14.80 9.67 5.66
Putnam Global Utilities R PULRX 4.87 7.99 6.69 14.50 9.38 5.39
Putnam Global Utilities B PUTBX 4.88 8.01 6.63 13.94 8.86 4.88
Putnam Global Utilities C PUTCX 4.91 7.96 6.61 14.02 8.85 4.87
Putnam Global Utilities M PUTMX 4.87 7.99 6.59 14.21 9.10 5.12
Putnam Global Utilities Y PUTYX 5.04 8.16 6.90 15.09 9.95 5.93
Rydex Utilities H RYAUX 6.01 6.78 4.72 19.94 10.99 9.06
Rydex Utilities C RYCUX 5.94 6.66 4.53 19.03 10.16 8.33
Rydex Utilities Inv RYUIX 6.05 6.81 4.79 20.25 11.26 9.41
Rydex Utilities A RYUTX 6.04 6.78 4.75 19.99 10.98 9.14
Vanguard Utilities Index Adm VUIAX 6.44 7.27 5.56 21.02 11.62 10.96