2 / 5 Stars
3 4 5 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 20 Utilities Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.21 percent over the past year, 13.64 percent over the past three years, and 2.25 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||15.8%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||2.2%|
|10 Years (Annualized)||N/A|
The investment seeks total return from income and capital growth. The fund invests in securities of domestic and foreign public utility and energy companies. It has adopted a policy to concentrate its investments (invest at least 25% of its assets) in companies involved to a significant extent in the Utilities and/or Energy Industries. The fund considers a company to be involved to a significant extent in the Utilities Industry and/or the Energy Industry if at least 50% of its assets, gross income or profits are committed to or derived from activities in the industries.
Fees are Above Average compared to funds in the same category.
Reaves Select Research Fund has an expense ratio of 1.55 percent.
Risk is Average compared to funds in the same category according to Morningstar.