UTG - UTG Vs. UTF: More Reasons To Go With UTF Amid Lower Rates
2025-11-01 02:50:48 ET
UTG and UTF: previous thesis and new developments
My last analysis on Cohen & Steers Infrastructure Fund ( UTF ) was published on July 22 in an article titled "XLU Vs. UTF: We Prefer A Leveraged Utility Play Amid 'Build, Baby, Build'". That article focused on the potential policy shift towards infrastructure buildout and rated UTF as a BUY. For the Reaves Utility Income Trust (NYSE: UTG ) CEF, I last covered it on Aug 11 with an article titled "UTG: Let Your Profit Run Amid 'Build, Baby, Build'". I rated UTG as a HOLD after balancing the upside risks from the same potential policy shift and the valuation risks judging by its below-average dividend yield....
UTG Vs. UTF: More Reasons To Go With UTF Amid Lower Rates