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Morningstar

Virtus Reaves Utilities ETF UTES

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UTES’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

Virtus Reaves Utilities ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UTES

More UTES Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 69.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

14.82 9.0 Mil
Utilities

Vistra Corp

8.99 5.4 Mil
Utilities

Constellation Energy Corp

8.06 4.9 Mil
Utilities

Public Service Enterprise Group Inc

7.15 4.3 Mil
Utilities

PG&E Corp

6.76 4.1 Mil
Utilities

Sempra

5.10 3.1 Mil
Utilities

Edison International

4.75 2.9 Mil
Utilities

Atmos Energy Corp

4.61 2.8 Mil
Utilities

Entergy Corp

4.60 2.8 Mil
Utilities

NiSource Inc

4.58 2.8 Mil
Utilities