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. |
3-Year Ann. |
5-Year Ann. |
Toll-Free |
Minimum |
| 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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