Close Menu
Fund Focus News
    Facebook X (Twitter) Instagram
    Trending
    • After Kotak and UTI, SBI Mutual Fund halts silver ETF FoF subscriptions
    • Winning move for investment into equity MF: Go for funds with lower probability of loss if you are a conservative investor
    • Why are Silver ETFs trading at a steep premium over international prices? – Money News
    • Gold and Silver ETFs drive passive flows in September 2025
    • The politics premium is punishing bonds from Paris to Tokyo
    • Malaysia concludes Expo 2025 Osaka with RM24.45b in potential trade and investments, says Miti sec-gen
    • Bitcoin’s Flash Crash Over Weekend Prompts Analyst To Sound Warning on BTC ETFs: Continuous Liquidity Essential To ‘Prudent Risk Management’ – iShares Bitcoin Trust (NASDAQ:IBIT)
    • Buying gold every year on Diwali is like an SIP: Don’t overinvest and stick to asset allocation
    Facebook X (Twitter) Instagram
    Fund Focus News
    • Home
    • Bonds
    • ETFs
    • Funds
    • Investments
    • Mutual Funds
    • Property Investments
    • SIP
    Fund Focus News
    Home»Mutual Funds»3 Utilities Mutual Funds to Buy as the Sector Powers Ahead in 2025
    Mutual Funds

    3 Utilities Mutual Funds to Buy as the Sector Powers Ahead in 2025

    October 8, 2025


    In 2025, the U.S. utilities sector has emerged as one of Wall Street’s strongest performers, buoyed by powerful structural drivers. The most significant factor has been the surge in electricity demand, fueled by the rapid expansion of data centers, artificial intelligence (AI) workloads, electric vehicles and domestic manufacturing. According to the U.S. Energy Information Administration, power consumption is expected to reach record highs in 2025 and 2026 as AI infrastructure and electrification continue to reshape energy usage.

    This rising demand has transformed utilities from slow-growth, defensive businesses into critical elements of the modern economy. Companies are investing heavily in expanding and modernizing their grids, building new transmission lines, adding energy storage and accelerating the shift toward cleaner generation. Supportive government policies have added further momentum, with incentives from the Inflation Reduction Act and federal infrastructure initiatives helping fund modernization projects and streamline permitting processes.

    For investors, the sector offers stability and growth potential. As interest rates show signs of easing, high-dividend utility stocks have become more attractive relative to bonds. Their regulated business models also provide a defensive cushion against broader market volatility.

    Nonetheless, challenges remain. Utilities must navigate regulatory oversight, political scrutiny over rate hikes and the complexities of executing massive infrastructure projects amid rising capital costs. Even so, in 2025, the market has rewarded those utilities that have successfully positioned themselves at the crossroads of technological transformation, sustainable energy and dependable cash generation. As of Sept. 30, the S&P 500 Utilities Select Sector SPDR (XLU) advanced 17.7% year to date, marking a solid period of growth in the sector.

    In this environment, utility mutual funds provide much-needed stability and growth potential. Hence, astute investors should consider such funds at present. Mutual funds, in general, reduce transaction costs and diversify portfolios without an array of commission charges that are mostly associated with stock purchases (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).

    We have thus selected three utility mutual funds that boast a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), have positive three-year and five-year annualized returns and minimum initial investments within $5000, and carry a low expense ratio.

    Fidelity Telecom and Utilities FIUIX primarily invests in common stocks, allocating most of its assets to telecommunications and utility companies, both domestic and foreign. It employs fundamental analysis and evaluates financial health, industry standing and market conditions to select investments. FIUIX is non-diversified.

    Pranay Kirpalani has been the lead manager of FIUIX since December 2024. Three top holdings for FIUIX are 7.8% in Duke Energy, 5.7% in Exelon and 4.4% in PPL.

    FIUIX’s 3-year and 5-year annualized returns are 13.9% and 13.1%, respectively. Its net expense ratio is 0.72%. FIUIX has a Zacks Mutual Fund Rank #1. To see how this fund performed compared to its category, and other 1 and 2 Ranked Mutual Funds, please click here.

    American Century Utilities BULIX focuses on equity investments in companies within the utilities sector. Its advisors employ a blend of quantitative and qualitative strategies, along with risk management measures, to build and maintain the fund’s portfolio.

    Mattia Bacciardi has been the lead manager of BULIX since May 2025. Three top holdings for BULIX are 8.5% in NextEra Energy, 8.4% in Duke Energy and 6.9% in Vistra.

    BULIX’s 3-year and 5-year annualized returns are 8% and 9.1%, respectively. Its net expense ratio is 0.65%. BULIX has a Zacks Mutual Fund Rank #2.

    Fidelity Select Utilities FSUTX primarily invests in common stocks, allocating the majority of its net assets to domestic and foreign utility companies. Using fundamental analysis of financial strength, industry position and market conditions, FSUTX advisors select investments and maintain a non-diversified portfolio.

    Pranay Kirpalani has been the lead manager of FSUTX since December 2024. Three top holdings for FSUTX are 11.3% in NextEra Energy, 9% in Constellation Energy and 8.5% in Duke Energy.

    FSUTX’s 3-year and 5-year annualized returns are 11% and 14.3%, respectively. Its net expense ratio is 0.66%. FSUTX has a Zacks Mutual Fund Rank #2.

    Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>

    Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

    Get Your Free (BULIX): Fund Analysis Report

    Get Your Free (FIUIX): Fund Analysis Report

    Get Your Free (FSUTX): Fund Analysis Report

    This article originally published on Zacks Investment Research (zacks.com).

    Zacks Investment Research



    Source link

    Share. Facebook Twitter Pinterest LinkedIn Tumblr Telegram Email

    Related Posts

    After Kotak and UTI, SBI Mutual Fund halts silver ETF FoF subscriptions

    October 13, 2025

    Winning move for investment into equity MF: Go for funds with lower probability of loss if you are a conservative investor

    October 13, 2025

    Understanding Risks, Returns, And Liquidity

    October 12, 2025
    Leave A Reply Cancel Reply

    Top Posts

    The Shifting Landscape of Art Investment and the Rise of Accessibility: The London Art Exchange

    September 11, 2023

    Charlie Cobham: The Art Broker Extraordinaire Maximizing Returns for High Net Worth Clients

    February 12, 2024

    Why are Silver ETFs trading at a steep premium over international prices? – Money News

    October 13, 2025

    The Unyielding Resilience of the Art Market: A Historical and Contemporary Perspective

    November 19, 2023
    Don't Miss
    Mutual Funds

    After Kotak and UTI, SBI Mutual Fund halts silver ETF FoF subscriptions

    October 13, 2025

    Following Kotak Mutual Fund and UTI Mutual Fund, SBI Mutual Fund has now suspended fresh…

    Winning move for investment into equity MF: Go for funds with lower probability of loss if you are a conservative investor

    October 13, 2025

    Why are Silver ETFs trading at a steep premium over international prices? – Money News

    October 13, 2025

    Gold and Silver ETFs drive passive flows in September 2025

    October 12, 2025
    Stay In Touch
    • Facebook
    • Twitter
    • Pinterest
    • Instagram
    • YouTube
    • Vimeo
    EDITOR'S PICK

    Know Your Fund Manager | Devender Singhal, Executive Vice President & Fund Manager, Kotak Mutual Fund

    August 18, 2024

    Money Is Pouring Into Colorado To Stop Opiod Deaths, But Funds for Medicine To Prevent Overdoses Drying Up

    October 14, 2024

    Spot Ethereum ETFs to Begin Trading July 23: Cboe

    July 20, 2024
    Our Picks

    After Kotak and UTI, SBI Mutual Fund halts silver ETF FoF subscriptions

    October 13, 2025

    Winning move for investment into equity MF: Go for funds with lower probability of loss if you are a conservative investor

    October 13, 2025

    Why are Silver ETFs trading at a steep premium over international prices? – Money News

    October 13, 2025
    Most Popular

    🔥Juve target Chukwuemeka, Inter raise funds, Elmas bid in play 🤑

    August 20, 2025

    💵 Libra responds after Flamengo takes legal action and ‘freezes’ funds

    September 26, 2025

    ₹10,000 monthly SIP in this mutual fund has grown to ₹1.52 crore in 22 years

    September 17, 2025
    © 2025 Fund Focus News
    • Get In Touch
    • Privacy Policy
    • Terms and Conditions

    Type above and press Enter to search. Press Esc to cancel.