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
Parent Pillar
- 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
|
|---|---|---|---|
Constellation Energy Corp | 12.05 | 138M | Utilities |
Talen Energy Corp Ordinary Shares New | 11.39 | 130M | Utilities |
Vistra Corp | 10.31 | 118M | Utilities |
Xcel Energy Inc | 7.01 | 80M | Utilities |
CenterPoint Energy Inc | 6.46 | 74M | Utilities |
American Electric Power Co Inc | 4.89 | 56M | Utilities |
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 |