More Power To You

The right utility fund can provide a cushion to stock market bumps

comes to utility funds, it seems old-fashioned may never have gone out of style. “The funds that have gone for dependable companies with stable earnings; good, steady dividends; and solid relations with state regulators; have definitely gone to the head of the class,” says Herbert.

Top Utility Funds

Fund Name (Symbol)

1-Year Ann.
Total Return*

3-Year Ann.
Total Return*

5-Year Ann.
Total Return*

Toll-Free
Number

Minimum
Initial Investment

Franklin Utilities A (FKUTX) – 10.09% 2.72% 5.47% 800-342-5236

$1,000

Gabelli Utilities (GABUX) – 15.23 1.72 N/A 800-422-3554

1,000

FBR American Gas Index (GASFX) – 23.68 – 1.20 4.35 800-343-3355

2,000

Eaton Vance Utilities (EVTMX) – 17.51 – 1.98 6.83 800-225-6265

1,000

Van Kampen Utility A (VKUAX) – 22.37 – 4.36 – 4.59 800-421-5666

N/A**

*AS OF AUG. 31, 2002 **CONTACT COMPANY FOR DETAILSSOURCE: MORNINGSTAR INC.
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