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PCUFX Prudential Jennison Utility C

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Fund PCUFX Prudential Jennison Utility C FUTY Fidelity® MSCI Utilities ETF RYU Guggenheim S&P 500® Eq Wt Utilities ETF  
100% 89% 90%
Annual Fees
(1.54% Exp. Ratio)
(0.08% Exp. Ratio)
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.74% annual return
$33,500.25 $52,036.05 $47,318.75
Est. savings over 30 yrs +$18,535.80 +$13,818.50
As of 12/31/16
1 YR RETURN 14.79%
3 YR 6.01%
5 YR 10.91%
10 YR 5.05%
1 YR RETURN 17.44%
3 YR 12.35%
5 YR --
10 YR --
1 YR RETURN 14.97%
3 YR 12.21%
5 YR 11.64%
10 YR 7.31%
The investment seeks total return through a combination of capital appreciation and current income. The fund normally invests at least 80% of the fund's investable assets in equity and equity-related and investment-grade debt securities of utility companies. The term "investable assets" refers to the fund's net assets plus any borrowings for investment purposes. The fund's investable assets will be less than its total assets to the extent that it has borrowed money for non-investment purposes, such as to meet anticipated redemptions. It is non-diversified.
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Utilities Index. The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Utilities Index, which represents the performance of the utilities sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Utilities Index. The fund is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the performance of the S&P 500® Equal Weight Index Telecommunication Services & Utilities Total Return. The underlying index is an unmanaged equal weighted version of the S&P 500® Utilities Index that consists of the common stocks of the following industries: electric utilities, gas utilities, multi-utilities and unregulated power and water utilities, telecommunication service companies. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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