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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.35% 0.09% 333.26M 61375.00
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.49% 33.00% 90.35M Upgrade

Basic Info

Investment Strategy
The Fund seeks investment results that correspond to the price and yield performance of its underlying index, the Alerian Energy Infrastructure Index which comprises of 30 equity securities of issuers headquartered in the U.S.A and Canada that engage in the transportation, storage, and processing of energy commodities.
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 SS&C ALPS Advisors
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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--
--
--
--
--
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Peer Group Rtn. (NAV)
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--
--
--
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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
-18.62%
21.56%
-24.09%
40.01%
17.52%
15.67%
42.13%
7.44%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
20.71%
-12.62%
5.98%
-32.19%
39.03%
25.53%
21.43%
22.70%
7.96%
-11.71%
50.30%
21.17%
-17.55%
-28.08%
8.68%
3.80%
52.74%
--
51.67%
140.2%
-19.44%
-28.43%
-20.04%
-26.71%
28.90%
--
--
--
--
--
-1.86%
0.00%
10.81%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.17%
Stock 68.44%
Bond 0.05%
Convertible 0.00%
Preferred 0.00%
Other 31.35%
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Basic Info

Investment Strategy
The Fund seeks investment results that correspond to the price and yield performance of its underlying index, the Alerian Energy Infrastructure Index which comprises of 30 equity securities of issuers headquartered in the U.S.A and Canada that engage in the transportation, storage, and processing of energy commodities.
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 SS&C ALPS Advisors
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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