Utility Funds
Utility sector funds help you gain exposure to electric, gas, and water utilities.
|
Name
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Fund Size
|
|---|---|---|---|---|---|---|---|
| iShares US Utilities ETF
IDU
| 0.400% | 9.85% | 5.86% | 5.61% | 1.15 Bil | ||
| iShares Global Utilities ETF
JXI
| 0.430% | 4.04% | 3.23% | 4.91% | 131.58 Mil | ||
| Virtus Reaves Utilities ETF
UTES
| 0.490% | 17.25% | 10.31% | 8.31% | 98.34 Mil | ||
| Vanguard Utilities Index Adm
VUIAX
| 0.100% | 7.26% | 4.91% | 5.18% | 7.29 Bil | ||
| Vanguard Utilities ETF
VPU
| 0.100% | 7.27% | 4.90% | 5.16% | 7.29 Bil | ||
| Tortoise Power & Energy Infrastructure
TPZ
| — | — | 26.08% | 11.73% | 5.07% | 106.91 Mil | |
| The Utilities Select Sector SPDR® ETF
XLU
| 0.090% | 7.40% | 5.27% | 5.78% | 13.82 Bil | ||
| Rydex Utilities Inv
RYUIX
| 1.390% | 5.14% | 3.65% | 3.07% | 18.37 Mil | ||
| Rydex Utilities H
RYAUX
| 1.640% | 4.89% | 3.39% | 2.81% | 18.37 Mil | ||
| Rydex Utilities C
RYCUX
| 2.390% | 4.09% | 2.63% | 2.04% | 18.37 Mil | ||
| Rydex Utilities A
RYUTX
| 1.640% | 4.90% | 3.40% | 2.82% | 18.37 Mil | ||
| Reaves Utility Income
UTG
| — | — | 6.95% | −0.01% | 1.72% | 2.07 Bil | |
| PGIM Jennison Utility Z
PRUZX
| 0.570% | 9.91% | 5.65% | 6.99% | 2.93 Bil | ||
| PGIM Jennison Utility R6
PRUQX
| 0.500% | 9.99% | 5.73% | 7.03% | 2.93 Bil | ||
| PGIM Jennison Utility R
JDURX
| 1.110% | 9.29% | 5.07% | 6.36% | 2.93 Bil | ||
| PGIM Jennison Utility C
PCUFX
| 1.630% | 8.69% | 4.54% | 5.85% | 2.93 Bil | ||
| PGIM Jennison Utility A
PRUAX
| 0.850% | 9.61% | 5.35% | 6.65% | 2.93 Bil | ||
| Mac/First Glb Infra/Utility Div & Income
MFD
| — | — | −1.02% | 0.39% | 1.80% | 70.52 Mil | |
| MFS Utilities R6
MMUKX
| 0.680% | 0.90% | 3.32% | 5.65% | 2.43 Bil | ||
| MFS Utilities R4
MMUJX
| 0.770% | 0.82% | 3.23% | 5.56% | 2.43 Bil | ||
| MFS Utilities R3
MMUHX
| 1.020% | 0.61% | 2.99% | 5.30% | 2.43 Bil | ||
| MFS Utilities R2
MURRX
| 1.270% | 0.33% | 2.72% | 5.03% | 2.43 Bil | ||
| MFS Utilities R1
MMUGX
| 1.770% | −0.19% | 2.21% | 4.51% | 2.43 Bil | ||
| MFS Utilities I
MMUIX
| 0.770% | 0.86% | 3.24% | 5.57% | 2.43 Bil | ||
| MFS Utilities C
MMUCX
| 1.770% | −0.18% | 2.21% | 4.51% | 2.43 Bil |