The Daily Screen: The Best Utilities Funds
Utilities funds have given investors some shelter in this stormy year -- but we're talking about the pure types, not the cloaked telecom funds that shined last year.
| Screen Saver Here are recent daily screens covering other fund categories. |
| Natural Resources |
| Global |
| Japan |
| Real Estate |
| Power Play | ||
| Average Utilities Fund | S&P 500 | |
| YTD Return | 4.7% | -5.7% |
| 1-Year Return | 7.6 | -2.3 |
| 5-Year Return* | 15.6 | 20 |
| 10-Year Return* | 14.3 | 18.4 |
| Source: Morningstar. *Annualized. Performance through Nov. 20. | ||
| Leading Utilities Funds | ||
| Fund | 1-Year Return | 3-Year Return* |
| (IUTLX Quote)Galaxy II Utility Index R | 44.4% | 20.4% |
| (GASFX Quote)American Gas Index | 38 | 17.5 |
| (PRUAX Quote)Prudential Utility A | 27.3 | 17 |
| (CUTLX Quote)Liberty Utilities A | 20.7 | 20.1 |
| (VKUAX Quote)Van Kampen Utility A | 20.5 | 19.5 |
| (SAMUX Quote)Strong American Utilities | 15.4 | 16.2 |
| (AUIAX Quote)Alliance Utility Income A | 14.7 | 21.7 |
| (MMUFX Quote)MFS Utilities | 14.4 | 21.1 |
| (INUTX Quote)AXP Utilities Income A | 13.5 | 17.6 |
| (EVUAX Quote)Evergreen Utility A | 12.5 | 19.7 |
| Avg. Utilities fund | 7.6 | 15.6 |
| S&P 500 | -2.3 | 15.4 |
| Source: Morningstar. *Annualized. Performance through Nov. 20. | ||
| Under the Hood Stocks with the biggest weighting in the combined portfolios of the 10 funds listed above. | ||
| Stock | Weighting | Top-10 Funds Owning the Stock |
| Enron(ENE:NYSE) | 4.2% | 9 |
| Duke Energy(DUK:NYSE) | 3.5 | 10 |
| Dynegy(DYN:NYSE) | 2.6 | 8 |
| Coastal(CGP:NYSE) | 2.4 | 8 |
| El Paso Energy(EPG:NYSE) | 2.2 | 9 |
| Williams Companies(WMB:NYSE) | 2.2 | 8 |
| SBC Communications(SBC:NYSE) | 2.1 | 8 |
| Calpine(CPN:NYSE) | 2 | 4 |
| Dominion Resources(D:NYSE) | 2 | 6 |
| Reliant Energy(REI:NYSE) | 1.9 | 7 |
| Source: Morningstar. Holdings as of funds' most recent portfolio reports. | ||
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