Skip to Content
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.

A decline in People Pillar rating is the primary driver of Virtus Reaves Utilities ETF's downgrade to a Morningstar Medalist Rating of Neutral from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings UTES

More UTES Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

17.93 17.9 Mil
Utilities

Vistra Corp

11.12 11.1 Mil
Utilities

Constellation Energy Corp

10.88 10.9 Mil
Utilities

Talen Energy Corp Ordinary Shares New

6.76 6.7 Mil
Utilities

Public Service Enterprise Group Inc

4.99 5.0 Mil
Utilities

CenterPoint Energy Inc

4.92 4.9 Mil
Utilities

Sempra

4.46 4.4 Mil
Utilities

Atmos Energy Corp

4.35 4.3 Mil
Utilities

Pinnacle West Capital Corp

4.22 4.2 Mil
Utilities

DTE Energy Co

4.19 4.2 Mil
Utilities