MDSTWestwood Salient Enhanced Midstream Income ETF
Seeks current income and capital appreciation.
By Westwood · Launched 2024
Annual Cost
0.80%
#4,522 of 6,040 · expensive
Fund Size
$299M
#2,084 of 6,040 · mid-size
Return (1Y)
+20.3%
Track Record
2 years
#3,448 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,969+19.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 66.1% of fundconcentrated
ENERGY TRANSFER LP
9.1%
ENBRIDGE INC
8.9%
WILLIAMS COMPANIES INC (THE)
8.7%
ENTERPRISE PRODUCTS PARTNERS LP
7.0%
DT MIDSTREAM INC
6.5%
KINDER MORGAN INC
5.7%
CHENIERE ENERGY INC
5.1%
ONEOK INC
5.1%
SOUTH BOW CORP
5.0%
TC ENERGY CORP
5.0%
Asset allocation
Stocks
97.3%
Cash
2.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.7%Moderate
Year-on-year price swings
Max drawdown
-14.2%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- New York Stock Exchange
Full fund details
- Objective
- Seeks current income and capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in securities of Midstream North American corporations and U.S. master limited partnerships, engaging in covered call writing to generate income. Aims for capital appreciation through investments in Midstream Energy Infrastructure.
- Inception date
- April 8, 2024
- Fund family
- Westwood
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18