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Utility Funds

Probably the smoothest ride I have experienced with any of funds over the long term 5 - 10 years are two utility fund GASFX and TOLSX. I beleive GLFOX is somewhat new "utility/industrials -centric sml cap world fund" worth considering. Utilities seem to be in a sweet spot lately.

What are your favorites?

Comments

  • Bee,

    I have MMUIX and FRUAX, added them about a year ago. They seem to have less correlation than you would think, it provides a nice balast to my IRAs since Im all stock in my IRAs. Bonds are held in taxable account. Looks like you have done well with tours.
  • @Bee & Slick & Other: So far today Utilities is the leading sector by far, dead last healthcare.
    Regards,
    Ted
  • Bee, I've used UTG mostly and now, as well as UTF occasionally in this space.
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