Dividend Investing Ideas Center
Critical Facts You Need to Know About Preferred Stocks
Have you ever wished for the safety of bonds, but the return potential...
Name
As of 04/01/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
YTD Return
N/A
1 yr return
N/A
3 Yr Avg Return
N/A
5 Yr Avg Return
N/A
Net Assets
$224 M
Holdings in Top 10
N/A
Expense Ratio N/A
Front Load N/A
Deferred Load N/A
Turnover N/A
Redemption Fee N/A
Standard (Taxable)
N/A
IRA
N/A
Fund Type
Exchange Traded Fund
Name
As of 04/01/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Period | ATMP Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | N/A | 9.9% | 36.5% | 2.34% |
1 Yr | N/A | 12.5% | 41.8% | 1.56% |
3 Yr | N/A* | 1.3% | 30.4% | 88.19% |
5 Yr | N/A* | -2.7% | 35.9% | 16.81% |
10 Yr | N/A* | -5.7% | 11.3% | N/A |
* Annualized
Period | ATMP Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | N/A | -14.9% | 18.2% | 9.38% |
2022 | N/A | -7.0% | 29.9% | 7.09% |
2021 | N/A | 4.2% | 42.7% | 44.44% |
2020 | N/A | -57.4% | 155.1% | 36.75% |
2019 | N/A | -8.9% | 18.9% | 3.70% |
Period | ATMP Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | N/A | 9.9% | 36.5% | 3.91% |
1 Yr | N/A | 12.5% | 41.8% | 3.13% |
3 Yr | N/A* | 1.3% | 30.4% | 85.83% |
5 Yr | N/A* | -2.7% | 35.9% | 21.43% |
10 Yr | N/A* | -5.7% | 11.3% | N/A |
* Annualized
Period | ATMP Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | N/A | -9.3% | 25.5% | 9.38% |
2022 | N/A | -1.2% | 38.8% | 7.09% |
2021 | N/A | 14.5% | 56.2% | 45.24% |
2020 | N/A | -53.9% | 155.1% | 36.75% |
2019 | N/A | -3.4% | 22.4% | 6.48% |
ATMP | Category Low | Category High | ATMP % Rank | |
---|---|---|---|---|
Net Assets | 224 M | 22 M | 53.1 B | 65.74% |
Number of Holdings | N/A | 17 | 89 | N/A |
Net Assets in Top 10 | N/A | 23.7 M | 3.51 B | N/A |
Weighting of Top 10 | N/A | 39.1% | 118.8% | N/A |
Weighting | Return Low | Return High | ATMP % Rank | |
---|---|---|---|---|
Stocks | 0.00% | 53.33% | 138.70% | N/A |
Preferred Stocks | 0.00% | 0.00% | 2.23% | N/A |
Other | 0.00% | -36.30% | 5.12% | N/A |
Convertible Bonds | 0.00% | 0.00% | 5.29% | N/A |
Cash | 0.00% | 0.00% | 13.09% | N/A |
Bonds | 0.00% | 0.00% | 40.73% | N/A |
ATMP Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | N/A | 0.35% | 8.81% | 84.56% |
Management Fee | 0.95% | 0.35% | 1.38% | 44.44% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | N/A | 0.04% | 0.15% | N/A |
ATMP Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 4.50% | 5.75% | N/A |
Deferred Load | N/A | 1.00% | 1.00% | N/A |
ATMP Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | N/A | N/A | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
ATMP Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | N/A | 6.00% | 166.00% | N/A |
ATMP | Category Low | Category High | ATMP % Rank | |
---|---|---|---|---|
Dividend Yield | 0.00% | 0.00% | 15.34% | 62.96% |
ATMP | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Quarterly | Annual | Monthly | Monthly |
ATMP | Category Low | Category High | ATMP % Rank | |
---|---|---|---|---|
Net Income Ratio | N/A | -2.83% | 5.84% | N/A |
ATMP | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually |
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