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Morningstar

InfraCap MLP ETF AMZA

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis AMZA

Will AMZA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AMZA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AMZA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AMZA’s parent organization’s priorities and whether they’re in line with investors’ interests.

InfraCap MLP ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AMZA

More AMZA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 114.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Plains All American Pipeline LP

17.58 73.4 Mil
Energy

MPLX LP Partnership Units

16.37 68.4 Mil
Energy

Energy Transfer LP

16.30 68.1 Mil
Energy

Enterprise Products Partners LP

15.20 63.5 Mil
Energy

Western Midstream Partners LP

15.07 62.9 Mil
Energy

Sunoco LP

13.81 57.7 Mil
Energy

EnLink Midstream LLC

6.82 28.5 Mil
Energy

Cheniere Energy Partners LP

5.98 25.0 Mil
Energy

Hess Midstream LP Class A

4.41 18.4 Mil
Energy

Genesis Energy LP

2.59 10.8 Mil
Energy