Sentences with phrase «utility funds»

Last month in these pages we reviewed actively managed utility funds.

Active utility funds are coming off a tough year.

Hennessy Gas Utility Fund Portfolio Manager Ryan Kelley discusses the primary demand drivers for natural gas, the growth opportunities from exportation and the increased usage for transportation and electric power generation, as well as the industry's move towards infrastructure improvements.

Utilities funds seek capital appreciation by investing primarily in equity securities of U.S. or non-U.S. public utilities...

Gas Utility Fund Portfolio Managers Ryan Kelley and Brian Peery discuss how natural gas is changing the landscape of energy.

Stocks in the utilities sector offer one of the highest dividend yields as a group, around 3.6 % for the Select Sector SPDR Utilities Fund (XLU).

Cost in the chart below is the differential between the expense ratio of a fund class and the ~ 15bp you would pay for a passive utility fund.

Ecofin Global Utilities and Infrastructure Trust (LSE: EGL) is one of the longest - established utility funds in this space and has been on the UK market for the last few decades.

The S&P 500 ETF is the broadest while the energy and utilities funds give me extra exposure to two sectors with strong long - term potential.

The no - load utility funds are unimpressive.

The Hennessy Gas Utility Fund pays capital gains (if any) once annually, usually in December.

The Hennessy Gas Utility Fund holds shares of publicly traded members of the American Gas Association (AGA), which comprise the AGA Stock Index.

Moving power plants to regions where they can run longer could therefore make sense, said Andreas Schneller, who co-manages the EIC Energy Utility Fund.

If you want a global utility fund, choose the iShares S&P Global Utilities Sector Index Fund (NYSE: JXI), which has similar fees and characteristics.

Perhaps the industry has recognized this: outflows from actively - managed utility funds have accelerated to double digits over the past 2.5 years and the share of market held by passive funds has increased steadily.

Utilities funds seek capital appreciation by investing primarily in equity securities of U.S. or non-U.S. public utilities including electric, gas, and telephone - service providers.

The Hennessy Gas Utility Fund has received the 2015 Lipper Fund Award for best - in - category, risk - adjusted performance for the five - year period.

This means the money that sits in your checking account (such as your paycheck deposits and rent and utility funds) earns interest with no extra work on your part.

A number of industry players have repositioned their utility funds as dividend income funds or merged them into other strategies.

Douglas Simmons is responsible for managing Fidelity Telecom and Utilities Fund, Fidelity Select Utilities Portfolio, and Fidelity Advisor Utilities Fund.

Utility Funds: These funds invest in securities of utility companies.

Portfolios that are more volatile relative to the S&P 500, such as aggressive - growth funds, have betas greater than 1.0; more conservative investments, such as utility funds, have coefficients of less than 1.0.

When interest rates fall, utility securities prices, and thus a utilities fund's share price, tend to rise; when interest rates rise, their prices generally fall.

For instance, a utility fund would invest in utility companies or a technology fund would invest in tech companies.

The Hennessy Gas Utility Fund has received the 2018 Lipper Fund Award for best - in - category, risk - adjusted performance for the ten - year period.

Utility Funding and Harwood Wealth Management Group are among key client wins of the last year; practice head Simon Court recently advised the latter on the tax aspects of its vendor cash out and admission to the London Stock Exchange, a venture with an initial market capitalisation of # 45m.