The UTES ETF is managed by W. H. Reaves & Co., Inc. d/b/a Reaves Asset Management, the Fund’s investment sub-adviser. This actively managed ETF focuses on investing not less than 80% of its net assets in equity securities of companies in the Utility Sector. A Utility Sector Company is defined as a company with at least 50% of its assets, customers, revenues, gross income, or profits dedicated to electricity, gas, or water-related products, services, or equipment. The fund employs a value-based, bottom-up stock selection approach, seeking companies with conservative capital structures, solid balance sheets, growth potential, and income generation. While the fund may invest in foreign Utility Sector Companies, its primary focus is on U.S. Utility Sector Companies. Additionally, the UTES ETF is non-diversified, allowing it to invest a greater percentage of its assets in a single issuer compared to diversified funds.
The UTES Dividend ETF primarily focuses on investing not less than 80% of its net assets in equity securities of companies in the Utility Sector. This sector comprises companies whose assets, customers, revenues, gross income, or profits are significantly derived from providing products, services, or equipment related to electricity, gas, or water generation and distribution. Managed actively by W. H. Reaves & Co., Inc. d/b/a Reaves Asset Management, the ETF employs a value-based, bottom-up stock selection approach, emphasizing attributes such as conservative capital structures, strong balance sheets, potential for earnings and dividend growth, positive catalysts, and lower-than-market volatility. While the Fund may hold foreign utility sector investments, its primary focus is on U.S. Utility Sector Companies. The ETF is non-diversified, allowing it to allocate a greater percentage of its assets to individual issuers than a diversified fund. Investors in UTES can expect a dividend distribution influenced by the performance and dividend policies of the Utility Sector Companies within its portfolio.
The UTES Tracking ETF primarily focuses on the Utility Sector, aiming to invest not less than 80% of its net assets in equity securities of companies within this sector. Utility Sector Companies are defined as those with at least 50% of their assets, customers, revenues, gross income, or profits related to the generation or distribution of electricity, gas, or water. Unlike passive index-tracking ETFs, UTES Tracking employs an active investment strategy managed by W. H. Reaves & Co., Inc. d/b/a Reaves Asset Management. They utilize a value-based, bottom-up stock selection approach, emphasizing characteristics such as conservative capital structures, solid balance sheets, earnings growth potential, and dividend prospects among Utility Sector Companies. The fund may also invest in foreign Utility Sector Companies but primarily focuses on U.S. entities, making it a unique option for investors seeking active management within the utility sector.
The correlation aspect of the Reaves Utilities ETF (UTES) is primarily centered around its exposure to the Utility Sector. Under normal market conditions, UTES invests a minimum of 80% of its net assets in equity securities of companies within the Utility Sector. This sector is known for its relatively low correlation with the broader equity market, making UTES a potential tool for diversification within investment portfolios. Investors seeking stable income and defensive characteristics often consider UTES due to its correlation with the utility sector, which is relatively less affected by economic cycles.
The UTES SECTOR ETF focuses on the Utility Sector, investing not less than 80% of its net assets in equity securities of companies engaged in the provision of products, services, or equipment for the generation or distribution of electricity, gas, or water. Managed by W. H. Reaves & Co., Inc. d/b/a Reaves Asset Management, the fund seeks to identify Utility Sector Companies with conservative capital structures, strong balance sheets, a history of growing earnings and dividends, positive catalysts for value, and lower-than-market volatility. While the ETF may include foreign utility companies in its portfolio, its primary focus is on U.S. Utility Sector Companies, making it an option for investors looking for stable income and capital appreciation within the utility industry.
The exposure characteristic of the UTES ETF is centered on the Utility Sector within the United States. This ETF, under normal market conditions, invests at least 80% of its net assets in equity securities of companies operating in the Utility Sector. Utility Sector Companies are defined as those whose assets, customers, revenues, gross income, or profits primarily derive from electricity, gas, or water generation or distribution. The UTES ETF is actively managed and does not seek to replicate a specific index. Managed by W. H. Reaves & Co., Inc. d/b/a Reaves Asset Management, this fund employs a value-based, bottom-up stock selection approach, focusing on companies with conservative capital structures, solid balance sheets, a history of growing earnings and dividends, positive catalysts for value, and lower-than-market levels of volatility. Investors looking for exposure to the utility sector and seeking potential income and capital appreciation over time may find UTES an attractive choice.
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