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PowerShares 1-30 Laddered Treasury Portfolio – PLW ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
34.95-0.02 (-0.06%)31.88 - 35.8122.9 thousand (Below Avg)

Market data as of 3:06PM 07/25/16. Quotes are delayed by at least 15 min.

Overview - PLW

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Ryan/NASDAQ U.S. 1-30 Year Treasury Laddered Index. The fund generally invests at least 80% of its total assets in U.S. Treasury securities that comprise the underlying index. The index seeks to maintain a continuous maturity laddered portfolio of securities, meaning that securities holdings are scheduled to mature in a proportional, annual sequential pattern. Nasdaq, Inc. (the "index provider") allows a six-month maturity deviation if securities with a desired maturity date are not available. The fund is non-diversified.

Previous Close34.97
Day's Range34.95 - 35.04
Avg Volume (10 Day)45.6K
Total Assets$249.22M
Expense Ratio0.25%
Yield (Trailing 12 Mo.)1.89%
Fund Inception10/11/2007

Trailing Total Returns - PLW

as of 06/30/2016
TimeframePLWS&P 500Long Government
1 Month4.16%0.26%6.23%
3 Month4.19%2.46%6.38%
1 Year12.36%3.99%19.32%
3 Year6.98%11.66%10.32%
5 Year7.03%12.10%10.68%
10 Year--7.42%7.71%
Since Inception6.91%10.45%--

Stock Sector Allocation - PLW

as of 06/30/2016
Basic Materials --
Consumer Cyclical --
Financial Services --
Real Estate --
Consumer Defensive --
Healthcare --
Utilities --
Communication Services --
Energy --
Industrials --
Technology --

Bond Credit Quality - PLW

as of 06/30/2016
AA 0.00%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
Not Rated 0.00%

Top Ten Holdings - PLW

as of 06/30/2016
CompanyYTD Return% of Assets
US Treasury Bond 4.5%--10.15%
US Treasury Bond 5.375%--10.03%
US Treasury Bond 2.5%--3.50%
US Treasury Bond 2.5%--3.46%
US Treasury Bond 3.125%--3.43%
US Treasury Bond 3.125%--3.42%
US Treasury Bond 3.625%--3.42%
US Treasury Bond 3.5%--3.41%
US Treasury Bond 4.375%--3.40%
US Treasury Bond 4.625%--3.39%

Valuation & Growth - PLW

as of 06/30/2016
ValuationPLWCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - PLW, 3 Year

Ratingvs Category
RiskBelow Avg
ReturnBelow Avg
Key:  Lo 

Risk Analysis - PLW, 3 Year

Standard Deviation6.39
Sharpe Ratio1.08

Tax Analysis - PLW, 3 Year Avg

Pretax Return6.98%
Tax-adjusted Return5.95%
Tax Cost Ratio0.97%
Potential Cap Gains8.48%

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