Interactive Advisors · investment strategy
by Interactive Advisors
The Russell 1000 Utilities portfolio provides direct exposure to companies that supply essential services such as electricity, water, and natural gas within the Russell 1000® Index. Using a direct indexing approach, you own the individual stocks in this market segment rather than shares of a fund that tracks them. This gives you a clear view of every position while closely following the performance of large- and mid-cap utility businesses across the United States. These companies often serve as foundational building blocks within a broader investment strategy, given their role in delivering the infrastructure that modern communities depend on.
Description from Interactive Advisors
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“the index criteria established by the Frank Russell Company”
“When a stock no longer meets the index criteria established by the Frank Russell Company, it is removed from the portfolio during the next scheduled rebalance”
“The portfolio holds long positions in U.S. utility equities selected from the Russell 1000® Index”
“are refreshed on a quarterly schedule”
“max 30% per sector”
“Dividend Growth versions equal-weighted”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-30 to 2026-10-16. An estimate, not holdings: it can't name stocks.
· : 0.98 · Shown only: the method hasn’t passed its acceptance check yet.
Beta to the S&P 500: 0.12 (90%: -0.01 to 0.24)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Thematic label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
2 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
Tracks the reference index; Dividend Growth versions equal-weighted with max 30% per sector
0.20% annual; IA remits half to FTSE International Limited / Frank Russell Company
The Russell 1000 Utilities portfolio provides direct exposure to companies that supply essential services such as electricity, water, and natural gas within the Russell 1000® Index. Using a direct indexing approach, you own the individual stocks in this market segment rather than shares of a fund that tracks them. This gives you a clear view of every position while closely following the performance of large- and mid-cap utility businesses across the United States. These companies often serve as foundational building blocks within a broader investment strategy, given their role in delivering the infrastructure that modern communities depend on.
The Interactive Advisors FTSE Russell Index Tracking Portfolios are designed to follow certain predefined rules so that the portfolio can track a specified basket of underlying investments, which corresponds to the reference index. These portfolios aim to track the performance of the underlying basket (index), and typically represent a form of passive investing. Interactive Advisors constructs and manages these portfolios based on data provided pursuant to licensing agreements with FTSE International Limited ("FTSE") and the Frank Russell Company ("Russell"). The goal of these portfolios is to allow investors to track the performance of certain specified portions of the US Stock market as represented by the reference index.
Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value.
Sector enthusiasts: If you want dedicated exposure to the utilities sector without selecting individual stocks, this portfolio offers a systematic way to invest across a broad range of U.S. utility companies. Stability seekers: Utilities supply services that remain in demand through all market environments, which can give the sector defensive characteristics. Investors looking for potentially lower volatility may find this portfolio matches their risk appetite. Index-focused investors: If you prefer a passive, index-tracking approach over active stock selection, this portfolio follows the Russell 1000® Utilities Index with consistent quarterly rebalancing to stay true to its benchmark.
Allocation discipline: The portfolio holds long positions in U.S. utility equities selected from the Russell 1000® Index. Allocations follow a structured, index-driven process and are refreshed on a quarterly schedule to maintain alignment with the reference index. Sell discipline: Sell decisions are governed by the quarterly rebalance and reconstitution of the Russell 1000® Utilities Index. When a stock no longer meets the index criteria established by the Frank Russell Company, it is removed from the portfolio during the next scheduled rebalance. This index-driven approach eliminates discretionary judgment from exit decisions, helping the portfolio stay consistently in line with its benchmark.
Direct asset control: You own the individual utility stocks in this portfolio rather than shares of a fund. This means you can see exactly what you hold and know precisely where your money is invested. Essential sector access: Utilities deliver critical services like power, water, and gas that households and businesses count on regardless of economic conditions. This portfolio offers concentrated exposure to a sector often valued for its defensive qualities. Systematic, rules-based precision: The portfolio follows the Russell 1000® Utilities Index and rebalances quarterly based on predefined criteria. This structured approach takes emotion out of the process and keeps your holdings in step with the broader utilities market.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equities | 2026-10-09 | |
| Composition (ETFs / Stocks / Mixed) | STOCKS | 2026-10-09 | |
| ESG / responsible flag | No | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Large-cap, Mid-cap, Utilities | 2026-10-09 |
| Rebalancing (methodology text) | rebalances quarterly | 2026-10-09 |
| Management / advisory fee | 0.20% | 2026-10-09 | |
| Minimum investment | $100 | 2026-10-09 |
| Metrics calculated through | 2026-10-09 | 2026-10-09 |
| Program in the firm's Form ADV brochure | url: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024287 · name: Interactive Advisors Russell Sector Index Trackers · covers: 14 · source_key: interactive_advisors|6 · original_name: Index Tracking Portfolios (14): Russell 1000 Real Estate, Consumer Discretionary, Consumer Staples, Dividend Growth, Energy, Financial Services, Health Care, Basic Materials, Industrials, Technology, Utilities, Telecommunications Managed Portfolios; Russell 3000 Dividend Growth Managed Portfolio; Russell Top 200 Managed Portfolio |
| Benchmark (methodology text) | Index-focused investors: If you prefer a passive, index-tracking approach over active stock selection, this portfolio follows the Russell 1000® Utilities Index with consistent quarterly rebalancing to stay true to its benchmark. | 2026-10-09 |
| Annualized return since inception (Lighthorse, daily, live) | 6.99% | 2026-10-16 | |
| Calendar-year returns (live account) | 2018: -0.7% · 2019: 24.6% · 2020: -5.0% · 2021: 17.9% · 2023: -5.2% · 2024: 22.2% · 2025: 14.2% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 6.70% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 77.40% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 3.20% | 2026-10-16 | |
| Return, last 30 days (live account) | -3.60% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | -4.92% | 2026-10-16 | |
| Return, last 365 days (live account) | -6.40% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 44.20% | 2026-10-09 | |
| Return, last 90 days (live account) | -7.70% | 2026-10-09 | |
| Return, year to date (live account) | -1.30% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.93 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -30.99% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -15.39% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -15.40% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.31 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | -0.53 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | -0.71 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | -0.72 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | -1.08 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.40% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 17.72% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 14.21% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 14.50% | 2026-10-09 |
| Risk label (Interactive Advisors) | Growth plus | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 3 | 2026-10-09 | |
| Risk score description | Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value. | 2026-10-09 |
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Composer Technologies · Composer
