UTG

Why You Need To Replace That S&P 500 Equity Fund

The S&P 500 has had a great run but is now overvalued. Now might be a good time to consider alternative equity funds. The index has returned 150% since bottoming out in March 2020. This article compares the earnings, dividend yield, current valuation, and estimated future return of fifty-four equity funds to the best current funds to buy today.

DPG: A Backdoor Way To Play AI

Duff & Phelps Utility and Infrastructure Fund Inc offers an 8.20% yield, invests in common equities, and could benefit from the utility sector's growth. The fund has outperformed the S&P 500 Index and utility sector. Generative AI is likely to lead to a massive increase in electricity consumption, which will benefit utilities in the fund. The DPG closed-end fund's distribution yield is just above the peer median, making it a decent option for an income portfolio.

Weekly Report: what happened at UTG last week (0715-0719)?

UTF And UTG: Solid Long-Term Infrastructure CEFs

Cohen & Steers Infrastructure Fund and Reaves Utility Income Trust invest not only in the utility sector, but general infrastructure-related investments more broadly. Both funds deliver attractive monthly distributions to investors of over 8%. The utility sector was under pressure due to the higher rate environment. With things stabilizing and rate cuts expected, the space looks attractive moving forward.

UTG: Utility Fund With 8% Plus Income For The Long Term

Reaves Utility Income Trust is a Utility sector-specific closed-end fund that invests in utilities and communication companies. The fund currently provides a reasonable yield of 8.0% plus and uses a moderate level of leverage. UTG has a decent long-term record but has performed poorly recently. There are tailwinds that will likely help this fund going into 2025.

Reaves Utility Income Trust goes ex dividend tomorrow

I SPY a Laggard: 5 Divvies Up to 9.2% to Buy Instead

Weekly Report: what happened at UTG last week (0708-0712)?