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Morningstar

Reaves

Reaves Parent Rating

Average
Morningstar Manager Research

Reaves's track record as a steward is mixed, leading to an Average Parent Pillar rating.

An area of strength at Reaves is its tenured portfolio management team, which boasts 13 years of average tenure at the firm. This experience builds confidence as long-tenured managers have been through multiple market cycles. The firm's risk-adjusted performance is poor. Across all open-end and exchange-traded products, the firm’s average three-year Morningstar Rating is 2.0 stars.

Reaves Investments

Mutual Funds

See All Reaves Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

27.93 Mil

Investment Flows (TTM)

−4.23 Mil

Asset Growth Rate (TTM)

−13.63%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Reaves Infrastructure Fund Class Inst92
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

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    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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