Reaves Utilities and Energy Infras Instl (RSRFX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for RSRFX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.30%|
Performance & Risk
|5y Avg Return:||18.35%|
|Rank in Category (ytd):||82|
|% Rank in Category (ytd):||118.84%|
|Morningstar Risk Rating:||4|
The investment seeks total return from income and capital growth.
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of domestic and foreign public utilities and energy companies. It has adopted a policy to concentrate its investments (invest at least 25% of its assets) in companies involved to a significant extent in the Utilities and/or Energy Industries. The fund may invest in municipal utility companies, including rural electric cooperatives and similar organizations. View More