UTG News and Press, Reaves Utility Income Fund of Beneficial Interest From 05/22/24

2024-05-22 08:05:00 ET Summary Utilities are facing severe short-term headwinds. However, the sector enjoys very attractive long-term tailwinds, prompting some of today's leading investors to pour trillions of dollars into the sector. We examine different ways to invest in the...

2024-05-12 09:15:00 ET Summary Utilities sector has led all others in the past month and quarter, rising 9.78% and 17.33%, respectively. Reaves Utility Income Trust is a closed-end fund with significant exposure to utilities and a strong long-term track record. The UTG CEF pay...

2024-05-11 09:00:00 ET Summary The SWAN (Sleep Well At Night) strategy aims to minimize volatility and draw-downs while achieving high-income and market-matching growth. The strategy consists of two buckets: a Funds-based High-Income Dividend bucket and a Hedging (Rotational) buck...

2024-05-10 16:22:30 ET Summary If you are an income-focused investor, building a big-yield portfolio (6% to +11% yields), across BDCs, CEFs and REITs, can help you achieve your goals. We share updated data on the top 7 securities (by market cap) in each of the three categories, an...

2024-05-07 06:14:56 ET Summary Gabelli Utility Trust offers a high level of income for investors without sacrificing the potential upside from common stocks. The fund's yield of 10.51% is attractive compared to other utility funds, as it is far above what similar funds offer. ...

2024-05-05 08:51:10 ET Summary The utilities sector has underperformed the market due to rising interest rates, but high dividend income can offset underperformance. Reaves Utility Income Trust (UTG) sits at a slight discount to NAV. In addition, the fund's tax advantaged distribu...

2024-05-03 08:30:00 ET Summary Interest rate changes are part of the economic cycle; we choose to get paid handsomely through the drama. Certain sectors benefit big from rate cuts, and pay rich income through the waiting process. We discuss two quality CEFs offering +7% yields...

2024-04-30 17:34:18 ET Summary We had a hold rating on Duff & Phelps Utility and Infrastructure Fund Inc. and had rated its sister fund as a Strong Sell. We look at the returns since that call. We tell you why the large yield and massive discount are not enough of a reason...

2024-04-30 04:08:45 ET Summary Reaves Utility Income Trust has outperformed Cohen & Steers Infrastructure Fund since our last article. The alpha capturing opportunity has been realized quicker than anticipated, with a 12.43% alpha captured in less than 4 months. We tell yo...

2024-04-25 08:15:00 ET Summary There are many compelling benefits to investing in dividend ETFs and CEFs. However, there are several key differences between investing in dividend ETFs and CEFs and buying individual dividend stocks that I wish I had known before investing. We d...