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.
Virtus Reaves Utilities ETF UTES
Morningstar’s Analysis UTES
Will UTES outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the UTES management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of UTES’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 70.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Talen Energy Corp Ordinary Shares New | 11.81 | 159M | Utilities |
Constellation Energy Corp | 10.92 | 147M | Utilities |
Vistra Corp | 10.05 | 135M | Utilities |
Xcel Energy Inc | 6.85 | 92M | Utilities |
CenterPoint Energy Inc | 6.44 | 87M | Utilities |
Entergy Corp | 5.03 | 68M | Utilities |
Alliant Energy Corp | 4.93 | 66M | Utilities |
American Electric Power Co Inc | 4.92 | 66M | Utilities |
Sempra | 4.81 | 65M | Utilities |
Idacorp Inc | 4.38 | 59M | Utilities |
United States