JXI: Utilities Dashboard For July

Water utilities are undervalued based on historical averages, while electric utilities are overvalued. iShares Global Utilities ETF provides global utilities exposure but remains U.S.-centric, with 62% of assets in U.S. companies. JXI is marginally cheaper than XLU on valuation ratios but lags in historical returns despite recent outperformance. 10 utility stocks are cheaper than their peers in July. Quantitative Risk & Value members get exclusive access to our real-world portfolio. See all our investments here » asbe/iStock via Getty Images This monthly article series aims at a top-down analysis of the utilities sector based on value, quality, and momentum metrics. It may also help to analyze sector ETFs such as the Utilities Select Sector SPDR ETF ( XLU ) and its This article was written by Fred Piard 16.43K Followers Follow Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to w...