Reaves Long Term Value Strategy
Growth of $1,000 Since Inception
January 1, 1978 - December 20, 2019
With AI’s thirst for electricity likely driving increasing demand for power for years to come, there may be an opportunity in utility stocks.
We lay out the facts in our report The Utilities Story Powering AI, which examines utility stocks from multiple angles, including:
We also dive into the data and cover:
Dedicated to producing competitive risk-adjusted returns and generating income in all market cycles.
Active, fundamental research-based manager
Defensive equity portfolios
Experienced research team focused on essential infrastructure
Dedicated to producing competitive risk-adjusted returns and generating income in all market cycles.
January 1, 1978 - December 20, 2019
Disclosure: Growth of $1,000
This chart illustrates the performance results of a hypothetical $1,000 investment made in the Long Term Value Strategy (Reaves’ ERISA Composite1) on January 1, 1978 versus the S &P 500 Index through the most recent month end (updated when the data is available). All values are net of fees and in U.S. dollars. The chart is for illustrative purposes only and is not intended to imply any future performance of the strategy.
Reaves’ ERISA Composite ended December 20, 2019.
An investor cannot invest directly in an index.
Past performance is no guarantee of future results.
All investments involve risk, including loss of principal.
Fees: Net performance reflects the deduction of advisory fees which are described in detail in Reaves’ ADV Part 2A. For a copy of Form ADV Part 2A and its fee schedules, please contact info@reavesam.com or your financial professional.
Please see the Endnotes/Disclosures page for additional information and definitions.
Price - Last Sale | Net Change | |||||||
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RSRFX-I | 11.07 | 0.08 | ||||||
Price - Last Sale | Net Change | 36.56 | 36.68 | 36.66 | ||||
utg | 36.5437 | -0.2163 | ||||||
Price - Last Sale | Net Change | |||||||
utes | 41.2001 | -0.0399 | 40.03 | 40.03 | 40.03 |
Symbol | Name | Last Market Price | Change | ||||
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UTG | Reaves Utility Income Fund |
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RSRFX | Reaves Utilities & Energy Infrastructure Fund..... |
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UTES | Virtus Reaves Utilities ETF (Market Price) |
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Source: Telemet Please click the symbol below to view important standard performance, expense information, and specific risks for UTG RSRFX UTES |
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