Franklin Utilities C
Franklin Custodian FundsFidelity Mt Vernon Street TrustSan Mateo, CA 94403-1906
Map
Phone: 800-632-2301
John Kohli
Lead Manager since Dec 30, 1998 | | | Kohli is vice president of Advisers. He has been a manager of the fund since 1998. He has primary responsibility for the investments. He has final authority over all aspects of the fund's investment portfolio, including but not limited to, purchases and sales of individual securities, portfolio risk assessment, and the management of daily cash balances. He joined Franklin Templeton Investments in 1992.
Kohli holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | 250 | | Min Initial Investment, AIP: | 50 | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation and current income.
The fund normally invests at least 80% of its net assets in the securities of public utilities companies. These are companies that provide electricity, natural gas, water, and communications services to the public and companies that provide services to public utilities companies. It concentrates (invests more than 25% of its total assets) in companies operating in the utilities industry. The fund invests primarily in equity securities, which consist mainly of common stocks. |
| Last Dividend
(Feb 28, 2013)
:
| 0.10 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 1.27% | | Average for Category: | 57.25% |
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| Expense | FRUSX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.26% | 1.24% | | Prospectus Net Expense Ratio: | 1.26% | N/A | | Prospectus Gross Expense Ratio: | 1.26% | N/A | | Max 12b1 Fee: | 0.65% | N/A | | Max Front End Sales Load: | N/A | 5.10% | | Max Deferred Sales Load:
| 1.00% | 2.44% | | 3 Yr Expense Projection*: | 400 | 559 | | 5 Yr Expense Projection*: | 692 | 846 | | 10 Yr Expense Projection*: | 1,523 | 1,683 |
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0.01(0.06%) May 21
