Virtus Reaves Utilities ETF UTES

Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis UTES

Will UTES outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Defiantly different.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Virtus Reaves Utilities capitalizes on its crew’s deep experience and distinct perspective, earning an Above Average People rating and an upgrade to Above Average for its Process rating.

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Portfolio Holdings UTES

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Utilities

Talen Energy Corp Ordinary Shares New

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10.31 118M
Utilities

Xcel Energy Inc

7.01 80M
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CenterPoint Energy Inc

6.46 74M
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American Electric Power Co Inc

4.89 56M
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NiSource Inc

4.84 55M
Utilities

Entergy Corp

4.81 55M
Utilities

Alliant Energy Corp

4.70 54M
Utilities

Idacorp Inc

4.67 53M
Utilities

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