The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FKUTX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FKUTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of FKUTX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A cautious approach.
Todd Trubey
Senior Analyst
Summary
Franklin Utilities features a pair of very experienced investors plying a conservative strategy that earns an Above Average People rating and an Average Process rating.