| Basic Materials | -- | |
|---|---|---|
| Consumer Cyclical | -- | |
| Financial Services | -- | |
| Real Estate | -- | |
| Consumer Defensive | -- | |
| Healthcare | -- |
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AMJ:NYSE Arca
JPMorgan Alerian MLP Index ETN – AMJ ETF Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 47.17 | -0.41 (-0.86%) | 34.98 - 49.31 | 635.4 thousand (Below Avg) |
Market data as of 4:00PM 05/24/13. Quotes are delayed by at least 15 min.
Overview - AMJ
The investment seeks to replicate, net of expenses, the Alerian MLP Index. The index tracks the performance of midstream energy Master Limited Partnerships.
| Open | 47.63 |
|---|---|
| Previous Close | 47.58 |
| Day's Range | 47.14 - 47.78 |
| Avg Volume (10 Day) | 762.9K |
| Total Assets | $5.79B |
| Expense Ratio | 0.85% |
| Yield (Trailing 12 Mo.) | 4.50% |
| Fund Inception | 04/02/2009 |
Trailing Total Returns - AMJ
as of 04/30/2013
| Timeframe | AMJ | S&P 500 | Equity Energy |
|---|---|---|---|
| 1 Month | 1.82% | 1.93% | -0.43% |
| 3 Month | 7.06% | 7.18% | 1.75% |
| Year-to-Date | 22.47% | 12.74% | 9.98% |
| 1 Year | 20.56% | 16.89% | 7.21% |
| 3 Year | 19.61% | 12.80% | 7.03% |
| 5 Year | -- | 5.21% | -3.21% |
| 10 Year | -- | 7.88% | 14.11% |
| Since Inception | 30.21% | 10.38% | -- |
Stock Sector Allocation - AMJ
as of 04/30/2013
| Utilities | -- | |
|---|---|---|
| Communication Services | -- | |
| Energy | -- | |
| Industrials | -- | |
| Technology | -- |
Bond Credit Quality - AMJ
as of 04/30/2013
| AAA | -- | |
|---|---|---|
| AA | -- | |
| A | -- | |
| BBB | -- |
| BB | -- | |
|---|---|---|
| B | -- | |
| Below B | -- | |
| Not Rated | -- |
Top Ten Holdings - AMJ
as of 04/30/2013
| Company | YTD Return | % of Assets |
|---|
Valuation & Growth - AMJ
as of 04/30/2013
| Valuation | AMJ | Category Range |
|---|---|---|
| Price/Earnings | -- | |
| Price/Book | -- | |
| Price/Sales | -- | |
| Price/Cash Flow | -- | |
| Dividend Yield | ||
| LT Earnings | ||
| Historical Earnings | ||
| Sales Growth | ||
| Cash-Flow Growth | ||
| Book-Value Growth |
Key: Lo Hi
Morningstar Summary - AMJ, 3 Year
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Below Avg | |
| Return | High |
Key: Lo Hi
Risk Analysis - AMJ, 3 Year
| Beta | 0.65 |
|---|---|
| Standard Deviation | 15.55 |
| Alpha | 12.35 |
| Sharpe Ratio | 1.23 |
| Mean | 20.98 |
| R-Squared | 48.11 |
Tax Analysis - AMJ, 3 Year Avg
| Pretax Return | 19.61% |
|---|---|
| Tax-adjusted Return | 17.40% |
| Tax Cost Ratio | 1.85% |
| Potential Cap Gains | -- |
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