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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

凱茜·伍德的ARKK本週下跌近8%——ETF的贏家和輸家:中型股的回報
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20億至100億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

Global X Uranium ETF (NYSE:URA)

Global X 鈾ETF (紐約證券交易所代碼:URA)

URA is up 4.59% over the trailing week.

市建局在過去一週上漲了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 鈾交易所買賣基金向從事鈾礦開採、煉油和處理的公司提供風險敞口。與URNM相比,它對大盤股公司的關注程度略高。

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.

該基金的資產管理規模爲20.6億美元,支出比率爲0.69%。市建局持有47家公司,其中10家最大的公司佔該基金的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.

該基金最大的持股是 Cameco 公司 (紐約證券交易所代碼:CCJ)和 Sprott 物理鈾信託基金 (TSE: U.U) 分別佔該基金的23.39%和10.84%。

URA is up 39.49% YTD.

市建局年初至今上漲39.49%。

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 1.56% on the week.

AMJ本週下跌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 $2.92 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.

該基金的資產管理規模爲29.2億美元,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 13.66%.

年初至今,AMJ上漲了13.66%。

Losers

失敗者

ARK Innovation ETF (NYSE:ARKK)

方舟創新ETF (紐約證券交易所代碼:ARKK)

ARKK was down 7.64% on the week.

ARKK本週下跌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.

方舟創新ETF是凱茜·伍德的旗艦ETF。該基金投資於 “顛覆性” 公司,這些公司被定義爲那些推出具有技術支持的新產品或服務的公司,這些產品或服務有可能改變世界的運作方式。

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擁有67.2億美元的資產管理規模,支出比率爲0.75%。該基金持有32家公司,其中10家最大的公司佔該基金的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.

該基金最大的持股是 特斯拉公司 (納斯達克股票代碼:TSLA)和 Zoom 視頻通信公司 A 級 納斯達克股票代碼:ZM)分別佔該基金的10.92%和8.23%。

YTD, ARKK is up 25.22%.

年初至今,ARKK上漲了25.22%。

Vanguard Extended Duration Treasury ETF (NYSE:EDV)

Vanguard 延期美國國債 (紐約證券交易所代碼:EDV)

EDV is down 6.76% over the trailing week.

在過去的一週中,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延長期國債ETF提供長期美國國債的敞口。到期日從20年到30年不等。

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

該基金的資產管理規模爲21.8億美元,支出比率爲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

精選照片來自 Elias Null Unsplas

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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