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 | 13.2% | 39.8% | 2.34% |
| 1 Yr | N/A | 12.5% | 44.2% | 1.56% |
| 3 Yr | N/A* | 16.0% | 31.4% | 88.19% |
| 5 Yr | N/A* | 15.2% | 30.6% | 16.81% |
| 10 Yr | N/A* | -2.2% | 20.1% | N/A |
* Annualized
| Period | ATMP Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | N/A | -15.4% | 6.2% | 9.38% |
| 2024 | N/A | -22.4% | 40.9% | 7.09% |
| 2023 | N/A | -14.9% | 18.2% | 44.44% |
| 2022 | N/A | -7.0% | 29.9% | 36.75% |
| 2021 | N/A | 4.2% | 42.7% | 3.70% |
| Period | ATMP Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | N/A | 13.2% | 39.8% | 3.91% |
| 1 Yr | N/A | 12.5% | 44.2% | 3.13% |
| 3 Yr | N/A* | 16.0% | 31.4% | 85.83% |
| 5 Yr | N/A* | 15.2% | 30.6% | 21.43% |
| 10 Yr | N/A* | -2.2% | 20.1% | N/A |
* Annualized
| Period | ATMP Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | N/A | -8.7% | 11.3% | 9.38% |
| 2024 | N/A | 18.6% | 48.4% | 7.09% |
| 2023 | N/A | -1.8% | 25.5% | 45.24% |
| 2022 | N/A | 8.1% | 38.8% | 36.75% |
| 2021 | N/A | 21.2% | 56.2% | 6.48% |
| ATMP | Category Low | Category High | ATMP % Rank | |
|---|---|---|---|---|
| Net Assets | 224 M | 22 M | 53.1 B | 82.29% |
| Number of Holdings | N/A | 16 | 75 | N/A |
| Net Assets in Top 10 | N/A | 32.7 M | 4.3 B | N/A |
| Weighting of Top 10 | N/A | 44.1% | 113.9% | N/A |
| Weighting | Return Low | Return High | ATMP % Rank | |
|---|---|---|---|---|
| Stocks | 0.00% | 74.72% | 143.43% | N/A |
| Preferred Stocks | 0.00% | 0.00% | 2.23% | N/A |
| Other | 0.00% | -36.30% | 1.94% | N/A |
| Convertible Bonds | 0.00% | 0.00% | 0.00% | N/A |
| Cash | 0.00% | 0.00% | 14.67% | N/A |
| Bonds | 0.00% | -1.32% | 0.59% | N/A |
| ATMP Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | N/A | 0.35% | 5.35% | 84.56% |
| Management Fee | 0.95% | 0.35% | 1.38% | 41.67% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.07% | 0.15% | N/A |
| ATMP Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 4.75% | 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% | 62.50% |
| ATMP | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Quarterly | Quarterly | Monthly | Quarterly |
| 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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