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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.

Virtus Reaves Utilities ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of 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 20
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 67.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
19.59
8,518,245
Utilities
7.22
3,139,070
Utilities
5.77
2,508,325
Utilities
5.36
2,329,668
Utilities
5.27
2,292,904
Utilities
5.18
2,252,035
Utilities
5.04
2,188,973
Utilities
4.75
2,062,830
Utilities
4.70
2,044,297
Utilities
4.24
1,841,268
Utilities