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Energy MLPs Beat The Market, China And Home Building Down Big - ETF Winners And Losers: Mid-Cap Returns

Energy MLPs Beat The Market, China And Home Building Down Big - ETF Winners And Losers: Mid-Cap Returns

能源MLP擊敗市場,中國和房屋建築大幅下跌——ETF的贏家和輸家:中型股的回報
Benzinga ·  2023/08/23 05:20

We performed a screening of mid-cap ETFs, defined as having Assets Under Management (AUM) between $400 million and $2 billion - to determine what funds had the largest positive and negative returns on the week, according to data from etfdb.com. Only non-leveraged funds were considered.

根據etfdb.com的數據,我們對中型股交易所買賣基金(定義爲管理的資產(AUM)在4億至200億美元之間進行了篩選,以確定本週哪些基金的正回報和負回報最大。只考慮非槓桿基金。

Winners

贏家

J.P. Morgan Alerian MLP Index ETN (NYSE:AMJ)

摩根大通 Alerian MLP 指數 ETN (紐約證券交易所代碼:AMJ)

AMJ was down 0.75% on the week.

AMJ本週下跌0.75%。

The J.P. Morgan Alerian MLP Index ETN offers exposure to the energy MLP sector. MLPs are an attractive investment because they are structured as partnerships and are, therefore, not subject to a corporate tax at both the state and federal levels.

摩根大通Alerian MLP指數ETN提供能源MLP行業的敞口。MLP是一項有吸引力的投資,因爲它們的結構是合夥企業,因此在州和聯邦兩級都無需繳納公司稅。

The fund has $2.84 billion in AUM and an expense ratio of 0.85%. AMJ has holdings in 35 companies, with the 10 largest comprising 58.24% of the fund.

該基金的資產管理規模爲28.4億美元,支出比率爲0.85%。AMJ持有35家公司,其中最大的10家公司佔該基金的58.24%。

The fund's largest holdings are Magellan Midstream Partners LP (NYSE:MMP) and Enterprise Products Partners LP (NYSE:EPD) making up 10.06% and 10.02% of the fund, respectively.

該基金最大的持股是 麥哲倫中游合作伙伴有限責任公司 (紐約證券交易所代碼:MMP)和 企業產品合作伙伴 LP 紐約證券交易所代碼:EPD)分別佔該基金的10.06%和10.02%。

YTD, AMJ is up 11.08%.

年初至今,AMJ上漲了11.08%。

Alerian MLP ETF (NYSE:AMLP)

Alerian MLP ETF (紐約證券交易所代碼:AMLP)

AMLP is up 0.57% over the trailing week.

AMLP在過去一週上漲了0.57%。

The Alerian MLP ETF, like AMJ, offers exposure to the energy MLP sector. In addition to avoiding corporate taxes, MLPs also require quarterly distributions, providing cash flow. The fund has $6.82 billion in AUM and an expense ratio of 0.87%. AMLP has holdings in 16 companies, with the 10 largest comprising 96.04% of the fund.

像AMJ一樣,Alerian MLP ETF爲能源MLP行業提供了敞口。除了避免公司稅外,MLP還要求按季度進行分配,以提供現金流。該基金的資產管理規模爲68.2億美元,支出比率爲0.87%。AMLP持有16家公司,其中最大的10家公司佔該基金的96.04%。

The fund's largest holdings are Plains All American Pipeline, L.P. (NASDAQ:PAA) and Magellan Midstream Partners LP (NYSE:MMP) making up 13.47% and 12.91% of the fund, respectively.

該基金最大的持股是 Plains 全美管道,L.P. (納斯達克股票代碼:PAA)和 麥哲倫中游合作伙伴有限責任公司 紐約證券交易所代碼:MMP)分別佔該基金的13.47%和12.91%。

AMLP is up 14.25% YTD.

AMLP年初至今上漲了14.25%。

Losers

失敗者

KraneShares CSI China Internet ETF (NYSE:KWEB)

KraneShares CSI 中國互聯網 ETF (紐約證券交易所代碼:KWEB)

KWEB is down 6.10% on the week.

KWEB本週下跌6.10%。

KraneShares CSI China Internet ETF offers pureplay exposure to Chinese software and information technology stocks. These companies directly compete with the FANG+ behemoths that dominate the US market.

KraneShares CSI 中國互聯網ETF爲中國軟件和信息技術股提供了純粹的風險敞口。這些公司直接與主導美國市場的FANG+龐然大物競爭。

KWEB has $5.57 billion in AUM and an expense ratio of 0.69%. The fund has holdings in 32 companies, with the 10 largest comprising 61.19% of the fund.

KWEB的資產管理規模爲55.7億美元,支出比率爲0.69%。該基金持有32家公司,其中10家最大的公司佔該基金的61.19%。

The fund's largest holdings are Tencent Holdings Ltd. (HKG: 700) and Alibaba Group Holding Limited (HKG: 9988) making up 9.45% and 9.40% of the fund, respectively.

該基金最大的持股是 騰訊控股有限公司 (HKG:700)和 阿里巴巴集團控股有限公司 (HKG:9988)分別佔該基金的9.45%和9.40%。

YTD, KWEB is down 10.73%.

年初至今,KWEB下跌了10.73%。

iShares U.S. Home Construction ETF (BATS:ITB)

iShares 美國房屋建築ETF (BATS: ITB)

ITB is down 5.80% over the trailing week.

在過去的一週中,ITB下跌了5.80%。

The iShares U.S. Home Construction ETF provides exposure to the US homebuilding industry. The fund invests in companies directly involved in construction as well as those tangentially involved, like Home Depot (NYSE:HD).

iShares美國房屋建築ETF爲美國房屋建築行業提供敞口。該基金投資於直接參與建築業的公司以及微不足道參與的公司,例如 家得寶 (紐約證券交易所代碼:HD)。

The fund has $2.18 billion in AUM and an expense ratio of .40%. The fund is spread across 50 companies with the top 10 holdings accounting for 64.79% of the fund's value.

該基金的資產管理規模爲21.8億美元,支出比率爲0.40%。該基金分佈在50家公司,前10名持股佔該基金價值的64.79%。

ITB's largest holdings are D.R. Horton, Inc. (NYSE:DHI) and Lennar Corporation Class A (NYSE:LEN) making up 14.76% and 12.06% of the fund, respectively.

ITB最大的持股量是 D.R. Horton, Inc. (紐約證券交易所代碼:DHI)和 Lennar 公司 A 級 紐約證券交易所代碼:LEN)分別佔該基金的14.76%和12.06%。

ITB is up 36.97% YTD.

ITB年初至今上漲了36.97%。

Featured photo by Quinten de Graaf on Unsplash

精選照片來自 Quinten de Graaf Unsplas

譯文內容由第三人軟體翻譯。


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