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Cathie Wood's ARKK Sinks Nearly 8% On The Week- ETF Winners And Losers: Mid-Cap Returns

Cathie Wood's ARKK Sinks Nearly 8% On The Week- ETF Winners And Losers: Mid-Cap Returns

凯茜·伍德的ARKK本周下跌近8%——ETF的赢家和输家:中型股的回报
Benzinga ·  2023/09/26 16:51

We performed a screening of mid-cap ETFs, defined as having Assets Under Management (AUM) between $2 billion and $10 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.

根据etfdb.com的数据,我们对中型股交易所买卖基金(定义为管理的资产(AUM)在20亿至100亿美元之间进行了筛选,以确定本周哪些基金的正回报和负回报最大。只考虑非杠杆基金。

Winners

赢家

Global X Uranium ETF (NYSE:URA)

Global X 铀ETF (纽约证券交易所代码:URA)

URA is up 4.59% over the trailing week.

市建局在过去一周上涨了4.59%。

The Global X Uranium ETF offers exposure to companies that deal with uranium mining, refining, and handling. It is slightly more weighted toward larger cap companies than URNM.

Global X 铀交易所买卖基金向从事铀矿开采、炼油和处理的公司提供风险敞口。与URNM相比,它对大盘股公司的关注程度略高。

The fund has $2.06 billion in AUM and an expense ratio of 0.69%. URA has holdings in 47 companies, with the 10 largest comprising 68.24% of the fund.

该基金的资产管理规模为20.6亿美元,支出比率为0.69%。市建局持有47家公司,其中10家最大的公司占该基金的68.24%。

The fund's largest holdings are Cameco Corporation (NYSE:CCJ) and Sprott Physical Uranium Trust (TSE: U.U) making up 23.39% and 10.84% of the fund, respectively.

该基金最大的持股是 Cameco 公司 (纽约证券交易所代码:CCJ)和 Sprott 物理铀信托基金 (TSE: U.U) 分别占该基金的23.39%和10.84%。

URA is up 39.49% YTD.

市建局年初至今上涨39.49%。

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

摩根大通 Alerian MLP 指数 ETN (纽约证券交易所代码:AMJ)

AMJ was down 1.56% on the week.

AMJ本周下跌1.56%。

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指数ETN提供能源MLP行业的敞口。MLP是一项有吸引力的投资,因为它们的结构是合伙企业,因此在州和联邦两级都无需缴纳公司税。

The fund has $2.92 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.

该基金的资产管理规模为29.2亿美元,支出比率为0.85%。AMJ持有35家公司,其中最大的10家公司占该基金的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.

该基金最大的持股是 麦哲伦中游合作伙伴有限责任公司 (纽约证券交易所代码:MMP)和 企业产品合作伙伴 LP 纽约证券交易所代码:EPD)分别占该基金的10.06%和10.02%。

YTD, AMJ is up 13.66%.

年初至今,AMJ上涨了13.66%。

Losers

失败者

ARK Innovation ETF (NYSE:ARKK)

方舟创新ETF (纽约证券交易所代码:ARKK)

ARKK was down 7.64% on the week.

ARKK本周下跌7.64%。

The ARK Innovation ETF is Cathie Wood's flagship ETF. The fund invests in "disruptive" companies defined as those companies that introduce a technologically enabled new product or service that potentially changes the way the world works.

方舟创新ETF是凯茜·伍德的旗舰ETF。该基金投资于 “颠覆性” 公司,这些公司被定义为那些推出具有技术支持的新产品或服务的公司,这些产品或服务有可能改变世界的运作方式。

ARKK has $6.72 billion in AUM and an expense ratio of 0.75%. The fund has holdings in 32 companies, with the 10 largest comprising 61.48% of the fund.

ARKK拥有67.2亿美元的资产管理规模,支出比率为0.75%。该基金持有32家公司,其中10家最大的公司占该基金的61.48%。

The fund's largest holdings are Tesla, Inc. (NASDAQ:TSLA) and Zoom Video Communications, Inc. Class A (NASDAQ:ZM) making up 10.92% and 8.23% of the fund, respectively.

该基金最大的持股是 特斯拉公司 (纳斯达克股票代码:TSLA)和 Zoom 视频通信公司 A 级 纳斯达克股票代码:ZM)分别占该基金的10.92%和8.23%。

YTD, ARKK is up 25.22%.

年初至今,ARKK上涨了25.22%。

Vanguard Extended Duration Treasury ETF (NYSE:EDV)

Vanguard 延期美国国债 (纽约证券交易所代码:EDV)

EDV is down 6.76% over the trailing week.

在过去的一周中,EDV下跌了6.76%。

The Vanguard Extended Duration Treasury ETF provides exposure to long-dated US treasuries. The maturity dates range from 20 to 30 years.

Vanguard延长期国债ETF提供长期美国国债的敞口。到期日从20年到30年不等。

The fund has $2.18 billion in AUM and an expense ratio of .06%.

该基金的资产管理规模为21.8亿美元,支出比率为0.06%。

EDV is down 13.39% YTD.

EDV年初至今下跌了13.39%。

Featured photo by Elias Null on Unsplash

精选照片来自 Elias Null Unsplas

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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