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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.80% 0.02% 41.94M 8876.50
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- -35.66M Upgrade

Basic Info

Investment Strategy
The Fund seeks exposure to potential price appreciation in the Alerian MLP Index. The Index measures the composite performance of 50 energy MLPs. The Index is calculated by S&P using a float-adjusted, capitalization-weighted methodology. The Index is disseminated real-time on a price-return basis through ticker AMZ.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Energy
Peer Group Energy MLP Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Energy MLP Funds
Fund Owner Firm Name UBS
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-13.50%
6.20%
-29.52%
38.82%
29.83%
25.41%
23.07%
9.72%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
20.43%
-17.30%
19.95%
-15.06%
37.10%
19.96%
14.22%
43.99%
0.49%
-19.93%
17.04%
-20.02%
38.05%
19.17%
15.56%
42.82%
6.81%
-12.62%
5.98%
-32.19%
39.03%
25.53%
21.43%
22.70%
6.68%
-15.67%
12.02%
-33.79%
39.56%
26.99%
15.91%
20.33%
6.57%
As of December 15, 2025.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Basic Info

Investment Strategy
The Fund seeks exposure to potential price appreciation in the Alerian MLP Index. The Index measures the composite performance of 50 energy MLPs. The Index is calculated by S&P using a float-adjusted, capitalization-weighted methodology. The Index is disseminated real-time on a price-return basis through ticker AMZ.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Energy
Peer Group Energy MLP Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Energy MLP Funds
Fund Owner Firm Name UBS
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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