Dividend Stockpile27 Mai 2025

UTG: This Utility Closed-End Fund (CEF) has beat the S&P 500 over the past 21 years!

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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