UTES Virtus Reaves Utilities ETF
UTES Fund Description
UTES is an actively managed ETF that holds US utility stocks. UTES' managers aim to outperform the sector by selecting and weighting stocks based on fundamental, growth and risk metrics.
UTES Factset Analytics Insight
UTES offers active exposure to utility stocks. Active exposure is rare among sector funds, especially with respect to utilities. The managers use fundamental, growth, and risk-based metrics looking to outperform the broader sector from a total return perspective. Examples of the metrics include capital structure, historical earnings growth and share price volatility. Dividends are a factor too, but the fund does not appear to be yield-focused despite its dividend-heavy sector. Reaves Asset Management manages the portfolio day to day — in addition to this ETF, the firm runs utilities-oriented mutual funds and SMAs.
UTES Summary Data
UTES Portfolio Data
UTES Index Data
UTES Portfolio Management
UTES Tax Exposures
UTES Fund Structure
UTES Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of UTES. UTES is rated a 5 out of 5.
UTES Sector/Industry Breakdown
UTES Top 10 Holdings[View All]
UTES Economic Development
UTES Performance Statistics
UTES Benchmark Comparison Summary
UTES Benchmark Comparison Market Cap Size