Yorkville MLP Distribution Growth Leaders Alpha Index

The Yorkville MLP Distribution Growth Leaders Alpha Index is a fundamentally driven investment strategy designed to track the performance of 25 MLPs delivering the highest quality distribution growth. The index is equal-weighted and UCITS compliant.

Performance
 

+ Since: 3/31/2008

Short-Term
Long-Term
Name Ticker WTD MTD QTD YTD
Yorkville MLP Distribution Growth Leaders Alpha Index YGMLA 1.2%-6.1%-3.2%-3.2%
Yorkville MLP Universe IndexYMLPU1.4%-5.1%0.6%0.6%
S&P 500SPX4.4%-3.1%2.5%2.5%

+ Annualized Total Returns as of 2/16/2018

The Yorkville MLP Distribution Growth Leaders Alpha Index lost 1.0% for the fourth quarter of 2017, in-line with the 0.9% loss for the Alerian MLP Index (AMZX). For the full year 2017, YGMLA was nearly flat (-0.7%) compared to a 6.5% loss for AMZX.

Sector Breakdown*
 
Strategy Fundamentals*
Total Market Capitalization ($MMS) $239,255
Forward EBITDA Growth (Median) $9,570
Market Capitalization (Average) 21.0%
Distribution Growth Rate 16.1%

* as of 12/31/2017

Attribution Analysis

Stability Score*

4th Quarter 2017

10.0

Growth Score*

4th Quarter 2017

16.2%

100% of the holdings in the Yorkville MLP Distribution Growth Leaders Alpha Index (YGMLA) either increased or maintained their distributions in the fourth quarter of 2017 versus the prior year (4Q16). On average, the holdings produced year-over-year distribution growth of 16.2%.

Total Return Contribution by Sector*

 

Marine Transportation and Natural Resources were the top two performing sectors in the index for 4Q17, adding 0.6% and 0.2% to performance, respectively. General Partners and Refined Product Pipelines were the lagging sectors for 4Q17, contributing losses of 0.8% and 0.4%, respectively.

Top Holdings*
Energy Transfer Partners LP  4.4%
Teekay LNG Partners LP  4.3%
Western Gas Partners LP  4.3%
Enterprise Products Partners LP  4.3%
Andeavor Logistics LP  4.3%
Western Gas Equity Partners LP  4.2%
Phillips 66 Partners LP  4.2%
Cheniere Energy Partners LP  4.2%
Antero Midstream Partners LP  4.1%
Alliance Holdings GP LP  4.1%
Reports

Index Methodology

Fact Sheet

Attribution Analysis

Webinar