UTG: This Utility Closed-End Fund (CEF) has beat the S&P ...

What this episode covers

We sit down with John Bartlett, President and Portfolio Manager at Reaves Asset Management, to discuss the Reaves Utility Income Fund (ticker: UTG) — one of the most popular closed-end funds (CEFs) for dividend investors. Not only does UTG provide high monthly income, but it has outperformed the S&P 500 since UTG started in 2004!We dive into: • What makes UTG a standout in the CEF space • The fund’s focus on utility, telecom, and infrastructure stocks • How Reaves manages risk, leverage, and income generation • UTG’s dividend strategy, performance history, and long-term outlook • Why income-focused investors may want to consider this fund in their portfolioIf you’re interested in high-yield income, closed-end funds, and investing in essential services like utilities and communications, this is a must-watch!Timestamps:00:00 Intro00:33 Welcome John Bartlett, President of Reaves Asset Management00:59 Reaves Asset Management background and history02:03 What is a Closed End Fund (CEF)?04:25 Overview of the utility sector05:15 What type of companies & sectors does UTG invest in?07:38 What are some of the growth drivers in the utility industry?14:29 UTG's use of leverage16:26 Thoughts on the renewable energy sector19:17 Deep Dive of UTG - The Reaves Utility Income Fund23:55 Where to find more info about UTG and Reaves25:33 Summary and outro

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How long is this episode of Dividend Stockpile?

This episode is 25 minutes long.

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This episode was published on May 27, 2025.

What is this episode about?

We sit down with John Bartlett, President and Portfolio Manager at Reaves Asset Management, to discuss the Reaves Utility Income Fund (ticker: UTG) — one of the most popular closed-end funds (CEFs) for dividend investors. Not only does UTG provide...

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