UTG

NYSE MKT Financial Services

Reaves Utility Income Fund Common Shares of Beneficial Interest

Asset Management

Reaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the Utilities sector. The fund primarily invests in dividend paying stocks and debt instruments of companies operating across all market capitalizations. It employs a combination of quantitative and fundamental analysis with bottom-up stock picking approach to create its portfolio. Reaves Utility Income Fund was formed on September 15, 2003 and is domiciled in the United States.

๐ŸŽฏ Investment Strategy Scores

UTG scores across each investment strategy. Higher is better for that strategy's goals.

๐Ÿ’ฐ Dividend Daddy 89/100โ–ฒ +1
High dividend yield + low volatility
๐Ÿš€ Moon Shot 34/100โ–ผ -2
High growth potential (high beta + oversold)
๐Ÿ”ช Falling Knife 22/100โ–ผ -6
Contrarian plays (oversold + below moving average)
๐ŸŽˆ Over-Hyped 79/100โ–ฒ +11
Overbought stocks (potential short candidates)
Large-cap, institutional-quality stocks
๐Ÿ” Strategy Interpretation

Best fit: ๐Ÿ’ฐ Dividend Daddy (89/100) โ€” this strategy High dividend yield + low volatility.

Lowest fit among scored strategies: ๐Ÿ”ช Falling Knife (22/100). No single score is a buy or sell signal โ€” use multiple lenses together. Learn how to read these scores โ†’

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Disclaimer: This data is for educational and entertainment purposes only and does not constitute financial advice. Market data may be delayed. Always do your own research before making investment decisions.
Data last updated: 2026-05-01.