| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| PAGP | 75.43% | $3.89B | +0.36% | 0.00% |
| PAA | 75.26% | $13.17B | +0.27% | 7.47% |
| OKE | 75.03% | $50.96B | -3.66% | 4.95% |
| ET | 73.28% | $60.02B | +6.71% | 7.40% |
| MPLX | 72.88% | $52.01B | +20.28% | 7.31% |
| HESM | 72.74% | $4.54B | +1.67% | 7.10% |
| TRGP | 71.70% | $37.41B | +28.38% | 1.88% |
| EPD | 69.82% | $69.12B | +7.67% | 6.66% |
| KNTK | 68.35% | $2.53B | -2.33% | 7.46% |
| AROC | 68.33% | $4.20B | +5.45% | 3.03% |
| KMI | 67.74% | $62.93B | +40.41% | 4.08% |
| WMB | 67.64% | $72.09B | +38.72% | 3.32% |
| ARCC | 67.61% | $15.07B | - | 8.38% |
| USAC | 67.59% | $2.91B | +1.31% | 8.56% |
| AM | 67.53% | $8.59B | +22.81% | 5.03% |
| WES | 67.35% | $15.31B | -3.86% | 8.81% |
| PRI | 66.78% | $8.72B | +8.06% | 1.47% |
| FTI | 66.47% | $14.38B | +21.29% | 0.58% |
| GLAD | 65.45% | - | - | 6.84% |
| BKR | 65.42% | $39.50B | +11.65% | 2.21% |
Current Value
$47.251 Year Return
Current Value
$47.251 Year Return
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| AWK | 0.05% | $27.95B | +5.15% | 2.18% |
| STG | -0.10% | $56.15M | +27.66% | 0.00% |
| HAIN | -0.11% | $145.31M | -77.42% | 0.00% |
| CBOE | 0.17% | $24.71B | +36.77% | 1.07% |
| UNH | 0.21% | $272.67B | -41.68% | 2.84% |
| CARV | 0.22% | $9.42M | +22.16% | 0.00% |
| BCE | 0.42% | $22.02B | -26.94% | 10.19% |
| IMDX | 0.51% | $81.22M | -15.48% | 0.00% |
| LNTH | 0.52% | $5.75B | -32.58% | 0.00% |
| UUU | 0.70% | $7.33M | +132.47% | 0.00% |
| NEOG | -0.85% | $1.13B | -68.72% | 0.00% |
| CPSH | -0.96% | $36.61M | +48.24% | 0.00% |
| PSQH | 1.12% | $113.85M | -36.39% | 0.00% |
| ZCMD | -1.48% | $28.79M | -11.91% | 0.00% |
| TU | -1.59% | $24.99B | +5.67% | 7.03% |
| LTM | -2.05% | $12.57B | -95.57% | 2.41% |
| RLX | 2.34% | $2.15B | +33.33% | 0.43% |
| STTK | -2.37% | $39.28M | -82.14% | 0.00% |
| BJ | 2.43% | $14.19B | +19.21% | 0.00% |
| AQB | 2.56% | $3.12M | -54.47% | 0.00% |
SeekingAlpha
One Big Beautiful Bill And MLP/Midstream Implications
SeekingAlpha
ClearBridge Canadian Equity Strategy Q2 2025 Commentary
SeekingAlpha
During the second quarter, the ClearBridge International Growth ADR Strategy performed mostly in line with its MSCI EAFE Index benchmark. Read more here.
SeekingAlpha
The ClearBridge Appreciation Strategy underperformed the benchmark S&P 500 Index in the second quarter. On an absolute basis, the Strategy had gains in seven of 11 sectors.
SeekingAlpha
Amid significant volatility in oil and equities, MLPs/midstream outperformed in H1 2025. With half of 2025 behind us, this note looks at some key developments for energy infrastructure.
SeekingAlpha
ClearBridge ESG Investment Q2 2025 Commentary
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| IBND | -0.26% | $407.57M | 0.5% |
| SHM | 0.32% | $3.41B | 0.2% |
| IAGG | 0.57% | $10.49B | 0.07% |
| GOVI | 0.57% | $939.24M | 0.15% |
| JBND | 0.63% | $2.36B | 0.25% |
| GSST | -0.69% | $925.21M | 0.16% |
| OWNS | -0.77% | $128.82M | 0.3% |
| TOTL | -0.99% | $3.81B | 0.55% |
| USDU | -1.16% | $129.88M | 0.5% |
| BNDX | -1.19% | $67.48B | 0.07% |
| SCHQ | 1.33% | $784.68M | 0.03% |
| LDUR | 1.34% | $907.64M | 0.5% |
| GOVT | -1.42% | $27.40B | 0.05% |
| SGOV | 1.49% | $50.94B | 0.09% |
| VGLT | 1.81% | $9.70B | 0.04% |
| BIL | -1.89% | $41.78B | 0.1356% |
| SPTL | 2.17% | $11.26B | 0.03% |
| SHYM | -2.36% | $355.87M | 0.35% |
| GVI | -2.37% | $3.44B | 0.2% |
| TLH | 2.41% | $11.45B | 0.15% |
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| TAIL | -64.33% | $94.90M | 0.59% |
| VIXY | -57.30% | $200.94M | 0.85% |
| VIXM | -51.40% | $22.99M | 0.85% |
| BTAL | -36.09% | $310.24M | 1.43% |
| XONE | -28.31% | $629.16M | 0.03% |
| IVOL | -27.81% | $341.06M | 1.02% |
| SPTS | -23.46% | $5.78B | 0.03% |
| FTSD | -21.69% | $233.24M | 0.25% |
| UTWO | -21.12% | $376.64M | 0.15% |
| SCHO | -20.70% | $10.92B | 0.03% |
| VGSH | -20.48% | $22.70B | 0.03% |
| BILS | -19.65% | $3.80B | 0.1356% |
| FXY | -18.25% | $798.58M | 0.4% |
| IBTH | -17.68% | $1.62B | 0.07% |
| IBTI | -17.07% | $1.07B | 0.07% |
| XHLF | -16.61% | $1.73B | 0.03% |
| TBLL | -16.38% | $2.12B | 0.08% |
| IBTG | -15.99% | $1.93B | 0.07% |
| ULST | -15.29% | $592.71M | 0.2% |
| XBIL | -13.49% | $781.34M | 0.15% |
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| AMLP | 83.22% | $10.49B | 0.85% |
| MLPA | 82.19% | $1.80B | 0.45% |
| MLPX | 80.65% | $2.59B | 0.45% |
| EMLP | 79.94% | $3.24B | 0.96% |
| TPYP | 79.91% | $691.60M | 0.4% |
| IGE | 75.54% | $619.92M | 0.41% |
| RSPG | 73.83% | $440.07M | 0.4% |
| MDIV | 72.43% | $457.71M | 0.75% |
| TPHD | 72.40% | $308.46M | 0.52% |
| IYE | 72.22% | $1.21B | 0.39% |
| FTXN | 72.08% | $124.84M | 0.6% |
| FENY | 72.05% | $1.41B | 0.084% |
| VDE | 72.02% | $7.32B | 0.09% |
| IXC | 71.27% | $1.79B | 0.41% |
| FXN | 71.27% | $287.45M | 0.62% |
| XLE | 71.20% | $28.30B | 0.09% |
| FEX | 71.14% | $1.33B | 0.6% |
| FCG | 71.01% | $345.52M | 0.57% |
| RLY | 70.63% | $514.90M | 0.5% |
| PBDC | 70.44% | $232.06M | 13.94% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| DFDV | -21.55% | $361.15M | +2,667.20% | 0.00% |
| DG | -12.18% | $25.17B | -9.90% | 2.08% |
| CYCN | -7.70% | $10.59M | +13.01% | 0.00% |
| VRCA | -6.99% | $75.38M | -90.26% | 0.00% |
| K | -6.48% | $27.64B | +41.46% | 2.87% |
| BGS | -5.68% | $335.95M | -47.24% | 18.14% |
| AGL | -5.47% | $931.39M | -65.60% | 0.00% |
| MKTX | -5.44% | $8.15B | -1.09% | 1.39% |
| LITB | -5.07% | $25.36M | -69.22% | 0.00% |
| VSA | -4.64% | $12.16M | +21.20% | 0.00% |
| HSY | -4.45% | $33.41B | -12.71% | 3.32% |
| ASPS | -3.84% | $150.77M | +23.72% | 0.00% |
| CVM | -2.90% | $19.32M | -90.76% | 0.00% |
| CCRN | -2.78% | $396.02M | -14.20% | 0.00% |
| STTK | -2.37% | $39.28M | -82.14% | 0.00% |
| LTM | -2.05% | $12.57B | -95.57% | 2.41% |
| TU | -1.59% | $24.99B | +5.67% | 7.03% |
| ZCMD | -1.48% | $28.79M | -11.91% | 0.00% |
| CPSH | -0.96% | $36.61M | +48.24% | 0.00% |
| NEOG | -0.85% | $1.13B | -68.72% | 0.00% |
