Previous close | 22.27 |
YTD return | 6.60% |
Expense ratio (net) | 0.49% |
Category | Utilities |
Last cap gain | 47.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 5.66B |
Beta (5Y monthly) | 0.73 |
Yield | 2.58% |
5y average return | N/A |
Holdings turnover | 4.43% |
Last dividend | 0.13 |
Average for category | N/A |
Inception date | 01 May 2013 |
Utility funds like BULIX, FKUTX and FSUTX are a safe bet during times of market volatility.
Invest in utility mutual funds like FIUIX, FRUAX and FKUTX for steady returns and reduction of risk in a volatile market.