FRURX – Fund Analysis – Franklin Utilities R | Morningstar

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Will FRURX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FRURX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the FRURX 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 FRURX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A cautious approach.

Senior Analyst Todd Trubey

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.

by Todd Trubey

Rated on Jun 28, 2024 Published on Jun 28, 2024

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