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Top Ten Funds List

Top Ten Funds Lists

Top Mutual Funds – Utilities Funds
(Last updated on November 13, 2008)

Most funds have multiple share classes. Only one share class per fund is shown below, but different share classes of a fund may have different returns. You should review all the share classes of a fund and choose the one which best meets your investment objectives.

Screener Results
Fund Name Morningstar Risk YTD Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) 10-Year Return (%)
Jennison Utility Z Above Average -1.61 5.57 22.93 26.30 11.46
MFS Utilities R Average -2.68 9.04 24.00 25.71 --
JHT Utilities Trust Ser I Average -0.91 8.06 23.97 24.86 --
Evergreen Utility & Telecomm I Above Average -0.85 0.45 19.86 24.48 9.42
ProFunds Utilities UltraSector Inv High -6.56 -7.40 15.49 23.02 --
BlackRock Utilities & Telecomm I Average -2.88 6.14 19.02 20.80 8.76
Nationwide Global Utilities Instl Srvc Average -7.20 2.63 17.37 20.38 --
AllianceBernstein Utility Income Adv Below Average -3.25 4.39 17.92 20.25 10.06
AIM Utilities Inv Average -3.60 0.30 17.77 19.89 5.98
Fidelity Advisor Utilities I Above Average -5.04 -2.81 18.82 19.18 5.88
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