Income funds built on XLU
2 active income funds that track XLU, ranked by DT Score, then yield. For reference, XLU itself returned -1.1% (with dividends) over the last year.
| Fund | Category | Fwd rate | 12m yield | 1Y total ret. | Earned % 1Y | Upside capt. | Downside capt. | Tracking | DT Score | Momentum | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
How to read this: upside capture is the share of XLU's gains a fund caught on up days; downside capture is the share of its losses it took on down days. A fund with 60% upside and 90% downside gives up more on the way up than it saves on the way down. Earned % shows whether the payout was covered by total return.
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