Utilities / Infrastructure income funds
Utility and infrastructure income funds. Ranked by DT Score (income quality), then yield.
3
Active funds
8.3%
Median forward rate
-30%
Median Earned % (1Y)
3
Funds with a DT Score
| Fund | Category | Fwd rate | 12m yield | 1Y total ret. | Earned % 1Y | Upside capt. | Downside capt. | Tracking | DT Score | Momentum | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UTF Cohen & Steers Infrastructure Fund | CEF - Equity | 8.3% | 7.5% | +17.7% | 208% | 86% | 74% | Loosely | 73 | 56 | Mixed |
| GUT Gabelli Utility Trust | CEF - Equity | 11.4% | 11.4% | -3.1% | -30% | 1% | 2% | Weakly | 36 | 13 | Downtrend |
| UTG Reaves Utility Income Fund | CEF - Equity | 7.7% | 7.4% | -5.0% | below -100% | 66% | 74% | Weakly | 29 | 15 | Downtrend |
Upside / downside capture and tracking compare each fund with what it's built on over the last year of daily returns. See the methodology.
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