NYSE · US Equities - Industry Sector · USA
The companies inside UTES trade 7% above what we estimate they are worth. We could give a verdict on 89% of the fund's weight: 18 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 9% in companies in the buy zone, 20% about fairly valued, 61% overvalued, 11% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.49% a year: on $10,000 held flat that is $490 over 10 years and $980 over 20.