Franklin Utilities Fund Class A (FKUQX) belongs to the Utilities Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FKUQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FKUQX
FKUQX charges 0.81% annually. There are 5 mutual funds in the Utilities Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Utilities Index Fund Admiral Shares | 0.10% | 11.10B | Apr 2004 | FKUQX vs VUIAX | |
| Fidelity Telecom and Utilities Fund | 0.60% | — | Nov 1987 | FKUQX vs FIUIX | |
| American Century Utilities Fund | 0.65% | 312.77M | Feb 1993 | FKUQX vs BULIX | |
| Franklin Utilities Fund | 0.72% | — | Sep 1948 | FKUQX vs FKUTX | |
| Fidelity Select Utilities Portfolio | 0.74% | — | Dec 1981 | FKUQX vs FSUTX |
Best Risk-Adjusted Alternatives to FKUQX
FKUQX has a PortfoliosLab risk / return rank of 12. There are 4 mutual funds in the Utilities Equities category with higher risk-adjusted ranks, going as high as 50.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 50 | — | Jul 2011 | FKUQX vs DPG | |
| Gabelli Utilities Fund | 23 | — | Aug 1999 | FKUQX vs GABUX | |
| Allspring Utilities and High Income Fund | 14 | — | Apr 2004 | FKUQX vs ERH | |
| Hennessy Gas Utility Fund | 13 | — | May 1989 | FKUQX vs GASFX | |
| Franklin Utilities Fund | 12 | — | Sep 1948 | FKUQX vs FKUTX |
Top Performing FKUQX Alternatives (YTD)
FKUQX is at 3.97% YTD. There are 4 mutual funds in the Utilities Equities category with higher YTD returns, going as high as 14.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 14.09% | — | Jul 2011 | FKUQX vs DPG | |
| Hennessy Gas Utility Fund | 7.23% | — | May 1989 | FKUQX vs GASFX | |
| Gabelli Utilities Fund | 5.53% | — | Aug 1999 | FKUQX vs GABUX | |
| Franklin Utilities Fund | 3.99% | — | Sep 1948 | FKUQX vs FKUTX | |
| Allspring Utilities and High Income Fund | 3.91% | — | Apr 2004 | FKUQX vs ERH |
Lowest Volatility Alternatives to FKUQX
FKUQX has 13.90% 1-year volatility. There are 9 mutual funds in the Utilities Equities category with lower 1-year volatility, going as low as 10.63%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Utilities Fund | 10.63% | — | Aug 1999 | FKUQX vs GABUX | |
| Hennessy Gas Utility Fund | 11.74% | — | May 1989 | FKUQX vs GASFX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | 12.26% | — | Jul 2011 | FKUQX vs DPG | |
| Allspring Utilities and High Income Fund | 12.70% | — | Apr 2004 | FKUQX vs ERH | |
| Allspring Utility and Telecommunications Fund | 13.04% | — | Jan 1994 | FKUQX vs EVUAX |
Lowest Drawdown Alternatives to FKUQX
FKUQX has a 1-year max drawdown of -8.10%. There are 5 mutual funds in the Utilities Equities category with shallower 1-year drawdowns, going as shallow as -5.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | -5.85% | — | Jul 2011 | FKUQX vs DPG | |
| Hennessy Gas Utility Fund | -6.95% | — | May 1989 | FKUQX vs GASFX | |
| Gabelli Utilities Fund | -7.14% | — | Aug 1999 | FKUQX vs GABUX | |
| Allspring Utility and Telecommunications Fund | -7.68% | — | Jan 1994 | FKUQX vs EVUAX | |
| Rydex Utilities Fund | -7.97% | — | Apr 2000 | FKUQX vs RYUIX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 23 | 13.02% | — | Jan 1968 | FKUQX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 47 | 5.59% | — | May 1969 | FKUQX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | FKUQX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | 7.40% | — | Apr 1948 | FKUQX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 18 | 16.06% | — | Jun 2011 | FKUQX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 5.36% | — | Jan 1987 | FKUQX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 11 | 6.54% | — | Aug 1997 | FKUQX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 4.12% | — | Oct 1983 | FKUQX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | FKUQX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 38 | 6.10% | — | Mar 1970 | FKUQX vs SHAPX |
Often Compared With FKUQX
Investors most often compare FKUQX with FRURX, MMUFX, PRUAX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin Utilities Fund Class R | Utilities Equities | 11 | 3.84% | — | Jan 2002 | FKUQX vs FRURX | |
| MFS Utilities Fund | Utilities Equities | 11 | 3.00% | — | Feb 1992 | FKUQX vs MMUFX | |
| PGIM Jennison Utility Fund | Utilities Equities | 7 | 1.53% | — | Jan 1990 | FKUQX vs PRUAX | |
| The Gabelli Utility Trust | Utilities Equities | 56 | 7.96% | — | Feb 1999 | FKUQX vs GUT |
Compare FKUQX with Any Fund or Stock
Compare FKUQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FKUQX with funds that move differently
Franklin Utilities Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FKUQX.
Explore FKUQX Diversifiers