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See price against where its own fundamentals say it should trade — the shaded gap is the discount or premium, across five valuation lenses.
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See exactly how UTG's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
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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.
Collecting $8,900 a month in retirement without selling shares sounds clean until you see what the biggest position in this seven-ticker setup actually pays when markets go quiet.
Two retirees with identical $2.1 million portfolios can face wildly different tax bills in their seventies, and the gap comes down to a single decision made years before Medicare or RMDs enter the picture.
Building a dividend portfolio to match a six-figure salary sounds straightforward until a surging stock price quietly raises your capital target and a monthly payout fund starts returning your own money back to you.
Inspired by the horse race in the 2026 Palio di Siena, I made a financial move that I hope will be just as clever as the knight's move in chess. I decided to close out two positions in my Cupolone portfolio that I wasn't entirely convinced about, raising cash to reinvest when the opportunity arises. The purpose of this move is to use this liquidity in securities with better overall NAV performance and a greater likelihood of long-term success.
Reaves Utility Income Fund offers a compelling 6.68% yield after a 14% selloff, with a recent 5% distribution increase and 22-year track record of uninterrupted monthly payouts. UTG's income profile is the strongest in recent coverage, with a wide yield spread over Treasuries and robust demand from accelerating hyperscaler data center CapEx. The market's rate hike fears have repriced UTG, but its distribution proved resilient through past aggressive tightening cycles, supporting a 'buy the dip' stance.