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Virtus Reaves Utilities ETF UTES

Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis UTES

Will UTES outperform in future?

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

A decline in People Pillar rating is the primary driver of Virtus Reaves Utilities ETF's downgrade to a Morningstar Medalist Rating of Neutral from Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings UTES

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 74.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

18.20 19.4 Mil
Utilities

Constellation Energy Corp

10.79 11.5 Mil
Utilities

Vistra Corp

10.63 11.3 Mil
Utilities

Talen Energy Corp Ordinary Shares New

7.17 7.6 Mil
Utilities

PG&E Corp

4.95 5.3 Mil
Utilities

Public Service Enterprise Group Inc

4.94 5.3 Mil
Utilities

CenterPoint Energy Inc

4.72 5.0 Mil
Utilities

Sempra

4.38 4.7 Mil
Utilities

Atmos Energy Corp

4.38 4.7 Mil
Utilities

Pinnacle West Capital Corp

4.30 4.6 Mil
Utilities