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PowerShares National AMT-Free Municipal Bond Portfolio – PZA ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
26.28-0.02 (-0.06%)24.76 - 26.64328.7 thousand (Above Avg)

Market data as of 12:33PM 07/28/16. Quotes are delayed by at least 15 min.

Overview - PZA

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the BofA Merrill Lynch National Long-Term Core Plus Municipal Securities Index. The fund generally will invest at least 80% of its total assets in municipal securities that comprise the underlying index and that also are exempt from the federal alternative minimum tax ("AMT"). The underlying index is composed of U.S. dollar-denominated, investment grade, tax-exempt debt publicly issued by U.S. states and territories or their political subdivisions, in the U.S. domestic market with a term of at least 15 years remaining to final maturity.

Previous Close26.30
Day's Range26.24 - 26.33
Avg Volume (10 Day)377.3K
Total Assets$1.35B
Expense Ratio0.28%
Yield (Trailing 12 Mo.)3.33%
Fund Inception10/11/2007

Trailing Total Returns - PZA

as of 06/30/2016
TimeframePZAS&P 500Muni National Long
1 Month2.08%0.26%2.51%
3 Month3.83%2.46%4.31%
1 Year9.98%3.99%13.61%
3 Year7.30%11.66%8.23%
5 Year6.78%12.10%6.47%
10 Year--7.42%--
Since Inception5.10%10.45%--

Stock Sector Allocation - PZA

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 - PZA

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

Top Ten Holdings - PZA

as of 06/30/2016
CompanyYTD Return% of Assets
Sales Tax Asset Receivable Cor Rev Bd 4%--2.35%
Chicago Ill Wastewater Transmi Rev Bd 5%--2.07%
Jasper Ala Go Wts 5%--1.81%
Massachusetts St Sch Bldg Auth 5%--1.77%
Miami-Dade Cnty Fla Wtr & Swr Wtr Swr 5%--1.75%
Port Auth 5%--1.69%
Inland Vy Dev Agy Calif Succes Tax Al 5%--1.53%
New York N Y City Mun Wtr Fin Wtr And 5%--1.37%
Pennsylvania St Tpk Commn Tpk Sub 5.25%--1.37%
North Tex Twy Auth 5.75%--1.36%

Valuation & Growth - PZA

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

Morningstar Summary - PZA, 3 Year

Ratingvs Category
RiskAbove Avg
Key:  Lo 

Risk Analysis - PZA, 3 Year

Standard Deviation3.68
Sharpe Ratio1.92

Tax Analysis - PZA, 3 Year Avg

Pretax Return7.30%
Tax-adjusted Return7.30%
Tax Cost Ratio0.00%
Potential Cap Gains7.28%

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