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% | 9.93% | 6.07% | 5.56% | 1.17 Bil | ||
iShares Global Utilities ETF
JXI
| 0.430% | 4.26% | 3.55% | 4.89% | 133.17 Mil | ||
Virtus Reaves Utilities ETF
UTES
| 0.490% | 17.82% | 10.69% | 8.36% | 99.77 Mil | ||
Vanguard Utilities Index Adm
VUIAX
| 0.100% | 7.15% | 5.12% | 5.13% | 7.29 Bil | ||
Vanguard Utilities ETF
VPU
| 0.100% | 7.17% | 5.10% | 5.11% | 7.29 Bil | ||
Tortoise Power & Energy Infrastructure
TPZ
| — | — | 26.84% | 11.96% | 4.98% | 107.79 Mil | |
The Utilities Select Sector SPDR® ETF
XLU
| 0.090% | 7.29% | 5.49% | 5.72% | 13.95 Bil | ||
Rydex Utilities Inv
RYUIX
| 1.390% | 4.92% | 3.82% | 3.01% | 21.17 Mil | ||
Rydex Utilities H
RYAUX
| 1.640% | 4.64% | 3.56% | 2.75% | 21.17 Mil | ||
Rydex Utilities C
RYCUX
| 2.390% | 3.86% | 2.79% | 1.98% | 21.17 Mil | ||
Rydex Utilities A
RYUTX
| 1.640% | 4.63% | 3.56% | 2.74% | 21.17 Mil | ||
Reaves Utility Income
UTG
| — | — | 6.97% | 0.29% | 1.76% | 2.09 Bil | |
PGIM Jennison Utility Z
PRUZX
| 0.570% | 10.37% | 5.99% | 7.01% | 2.97 Bil | ||
PGIM Jennison Utility R6
PRUQX
| 0.500% | 10.46% | 6.08% | 7.03% | 2.97 Bil | ||
PGIM Jennison Utility R
JDURX
| 1.110% | 9.83% | 5.44% | 6.38% | 2.97 Bil | ||
PGIM Jennison Utility C
PCUFX
| 1.630% | 9.23% | 4.89% | 5.86% | 2.97 Bil | ||
PGIM Jennison Utility A
PRUAX
| 0.850% | 10.07% | 5.69% | 6.66% | 2.97 Bil | ||
Mac/First Glb Infra/Utility Div & Income
MFD
| — | — | 0.30% | 0.83% | 1.80% | 71.29 Mil | |
MFS Utilities R6
MMUKX
| 0.680% | 1.13% | 3.63% | 5.65% | 2.46 Bil | ||
MFS Utilities R4
MMUJX
| 0.770% | 1.05% | 3.54% | 5.56% | 2.46 Bil | ||
MFS Utilities R3
MMUHX
| 1.020% | 0.83% | 3.30% | 5.30% | 2.46 Bil | ||
MFS Utilities R2
MURRX
| 1.270% | 0.56% | 3.03% | 5.04% | 2.46 Bil | ||
MFS Utilities R1
MMUGX
| 1.770% | 0.03% | 2.52% | 4.51% | 2.46 Bil | ||
MFS Utilities I
MMUIX
| 0.770% | 1.09% | 3.55% | 5.57% | 2.46 Bil | ||
MFS Utilities C
MMUCX
| 1.770% | 0.05% | 2.52% | 4.51% | 2.46 Bil |