N/A
Average AnalystN/A
Top AnalystNeutral
Stock Target AdvisorN/A
Average UserUSD 69.69
+2.26 (+3.35)%
USD 0.24B
0.15M
N/A
N/A
Average AnalystN/A
Top AnalystNeutral
Stock Target AdvisorN/A
Average UserUSD 0.24B
USD 69.69
The fund invests not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of companies in the Utility Sector (Utility Sector Companies). The manager considers a company to be a Utility Sector Company if at least 50% of t...Read More
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USD
USA
23/09/2015
S&P 500 Sec/Utilities TR USD
MSCI ACWI NR USD
0.49 %
Symbol | Capital Gain | Dividend Return | Total Return |
---|
N/A
Symbol | Company Name | Allocation |
---|---|---|
|
Nextera Energy Inc | 14.34 % |
|
Vistra Energy Corp | 13.43 % |
|
Constellation Energy Corp | 11.65 % |
|
Sempra Energy | 5.03 % |
|
CenterPoint Energy Inc | 4.80 % |
|
Entergy Corporation | 4.72 % |
|
Pinnacle West Capital Corp | 4.58 % |
|
Atmos Energy Corporation | 4.36 % |
|
Public Service Enterprise Group Inc | 4.34 % |
|
PPL Corporation | 4.30 % |
N/A
N/A
5
MSCI ACWI NR USD
N/A
19.02
0.00
0.66
49.22%
16.96%
13.30%
0%
Symbol | Name | Mer | Price(Change) | Market Cap |
---|---|---|---|---|
|
Utilities Select Sector SPDR®.. | 0.09 % | +1.40 (+1.74%) | USD17.79B |
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This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The company has under performed its peers on annual average total returns in the past 5 years.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.