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PUGIX Putnam Global Utilities A

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Fund PUGIX Putnam Global Utilities A JXI iShares Global Utilities FRURX Franklin Utilities R  
100% 90% 86%
Annual Fees
(1.19% Exp. Ratio)
(0.47% Exp. Ratio)
(1.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$36,998.75 $46,002.37 $38,254.57
Est. savings over 30 yrs +$9,003.62 +$1,255.82
As of 9/30/16
1 YR RETURN 8.40%
3 YR 4.10%
5 YR 6.38%
10 YR 2.42%
1 YR RETURN 11.30%
3 YR 6.60%
5 YR 6.78%
10 YR 3.01%
1 YR RETURN 17.81%
3 YR 11.89%
5 YR 11.92%
10 YR 8.24%
The investment seeks capital growth and current income. The fund invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the manager believes have favorable investment potential. Under normal circumstances, it invests at least 80% of its net assets in securities of companies worldwide in the utilities industries. The fund is non-diversified.
The investment seeks to track the investment results of the S&P Global 1200 Utilities Sector IndexTM. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index. The index may include large-, mid- or small-capitalization companies. Components of the underlying index primarily include utilities companies.
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.

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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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