Mutual Fund Insights: Franklin Utilities C Fund (FRUSX)

In-depth Analysis of Franklin Utilities C Fund (FRUSX)

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See Franklin Utilities C Fund (FRUSX) performance details as of January 31, 2010

  

Last Trade: $10.99 on 3/17/2010, Change: +0.04 (0.37%)

  

Fund Manager - John Kohli

Fund Manager Tenure: 11.2 years   [Similar Funds: FRUAX  FRUBX  FRURX ]
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

Kohli is vice president of Advisers. He has been a manager of the fund since 1998. He has primary responsibility for the investments. He has final authority over all aspects of the fund's investment portfolio, including but not limited to, purchases and sales of individual securities, portfolio risk assessment, and the management of daily cash balances. He joined Franklin Templeton Investments in 1992. Kohli holds the Chartered Financial Analyst designation.  Get more insights on John Kohli

  

 What we like about Franklin Utilities C Fund (FRUSX)

Data for Franklin Utilities C Fund (FRUSX) as of January 31, 2010

• Franklin Utilities C Fund (FRUSX) management has been with Franklin Utilities C Fund for 11.2 years
• Franklin Utilities C Fund (FRUSX) has good mid-term performance (3-year return -2.46% vs -4.27% Utilities category average)
• Franklin Utilities C Fund (FRUSX) ratio of up-years vs down years is greater than 2
• Franklin Utilities C Fund (FRUSX) has a Morningstar rating of 4 and above
• Franklin Utilities C Fund (FRUSX) has an annual stock turnover rate of 15.49% vs Utilities average of 108.07%. It is good that Franklin Utilities C management does not trade extensively for its return.
• Franklin Utilities C Fund (FRUSX) is less volatile than its peers as it has a 3-year Standard Deviation of 16.27, lower than category average of 18.85
• Franklin Utilities C Fund (FRUSX) has a lower management fee than its Utilities average: 1.24% vs 1.40%

  

 What we are cautious about Franklin Utilities C Fund (FRUSX)

Data for Franklin Utilities C Fund (FRUSX) as of January 31, 2010

• Franklin Utilities C Fund is a focused fund with 37.84% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Franklin Utilities C Fund (FRUSX) has a less-than-ideal short-term performance (1-year return 9.20% vs 15.37% Utilities category average)
• Franklin Utilities C Fund (FRUSX) has a less-than-ideal Long-term performance (5-year return 4.52% vs 4.68% Utilities category average)
• Franklin Utilities C Fund (FRUSX) is less safe compared to its Utilities peers
• Franklin Utilities C Fund (FRUSX) carries a 1% load

See Franklin Utilities C Fund (FRUSX) performance details as of January 31, 2010

  

  

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Franklin Utilities C Fund (FRUSX) Net Asset

Track net asset change of Franklin Utilities C fund (FRUSX)

Date	Net Asset
01/2010	$339.80M
11/2009	$307.79M
10/2009	$292.76M

More historic net asset information on Franklin Utilities C Fund (FRUSX)

  

Franklin Utilities C Fund (FRUSX) Portfolio Allocation

Track portfolio allocation change of Franklin Utilities C fund (FRUSX)

Date	Cash	Stock	Bond	Other
09/2009	2.26%	94.04%	3.7%	0%
06/2009	1.82%	94.48%	3.7%	0%
03/2009	2.02%	94.19%	3.34%	0.45%

Click here to see more historic asset allocation information on Franklin Utilities C Fund (FRUSX)

  

Most Recent Top 10 Holdings in Franklin Utilities C Fund (FRUSX)

Discover what Franklin Utilities C Fund (FRUSX) manager is buying

30-Sep-09 EXELON CORPORATION [4.79%] ENTERGY CP [4.24%] PG&E CP [4.11%] SEMPRA ENERGY [4.09%] SOUTHERN CO [3.98%] PPL CORP [3.81%] FIRSTENERGY CP [3.75%] F P L GROUP INC [3.74%] AMER ELECTRIC POW CO [3.29%] PUB ENTRPR GP [3.19%]

30-Jun-09 EXELON CORPORATION [5.63%] ENTERGY CP [4.46%] PG&E CP [4.23%] F P L GROUP INC [4.17%] SEMPRA ENERGY [4.16%] SOUTHERN CO [4.08%] PUB ENTRPR GP [3.59%] PPL CORP [3.45%] FIRSTENERGY CP [3.25%] PROGRESS ENERGY INC [2.97%]

31-Mar-09 Exelon Corp. [5.74%] Entergy Corp. [4.69%] PG&E Corp. (Holding Co.) [4.61%] FPL Group, Inc. [4.37%] Sempra Energy [4.25%] Southern Company (The) [4.22%] Public Service Enterprise Group [3.55%] FirstEnergy Corp. [3.55%] PPL Corp [3.3%] Duke Energy Corp [3.13%]

Click here for Stock Holding Change Map in Franklin Utilities C Fund (FRUSX)

  

Related books and products to Franklin Utilities C Fund (FRUSX)

  

Latest News on Franklin Utilities C (FRUSX)

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Books and Resources

 

 

See more information on Franklin Utilities C Fund (FRUSX)

• Franklin Utilities C Fund Insights
• Franklin Utilities C Fund Performance Data
• Franklin Utilities C Fund News
• Franklin Utilities C Fund Score Explaination
• Franklin Utilities C Fund Manager Information
• Historic Franklin Utilities C Fund Asset Allocation Report
• Historic Franklin Utilities C Fund Top 10 Holding Tracking
• Historic Franklin Utilities C Fund Asset Under Management Tracking