PowerShares Ibbotson Alternative Compltn

(AMEX: PTO)
  • Trade now
  • Add to Watchlist
  • Get Chart
  • Print report
11.48 Down -0.02 -0.17%
Find snapshot for:
MORE ON PTO
QUICK STATS
Latest price 11.48 Change -0.02
Net assets 7.66 Mil % Change -0.17%
YTD -1.20 %
Category Asset Allocation
Fund family name PowerShares
Index tracked Morningstar Moderate Target Risk
Inception date 05/20/2008
Turnover ratio +11.00 %
Detailed quote Last price update 02/26/2013 01:06 PM ET

OVERVIEW
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Ibbotson Alternative Completion IndexTM. The fund generally invests at least 90% of its total assets in the securities that comprise the underlying index. It is a "fund of funds," as it primarily invests its assets in the securities of funds included in the underlying index, but also may invest in exchange-traded notes ("ETNs") and equity and fixed-income securities that likewise are included in the underlying index. It is non-diversified.
MORNINGSTAR STYLE BOX
What is this?
Style Box for ETF
Intermediate-Term Medium Quality Intermediate-Term Medium Quality
Intermediate-Term Medium Quality
Style Box for ETF
Credit Quality = Low & Interest Rate Sensitivity = Long Credit Quality = Low & Interest Rate Sensitivity = Long
Credit Quality = Low & Interest Rate Sensitivity = Long
ANNUAL RETURNS
2010 2011 2012
MKT 11.48 -6.48 10.62
NAV 10.37 -5.73 9.73
View additional performance information
MODERN PORTFOLIO THEORY STATISTICS
MEASUREMENT STANDARD INDEX
Morningstar Moderate Target Risk
R-Squared (1-year) 88
Beta (1-year) 1.2
Alpha (1-year) -5.22
DATA PROVIDERS

Copyright © 2013 Microsoft. All rights reserved.

Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.

Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.

Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.

Ad Choice 
Feedback
ASSET ALLOCATION
Prospectus Objectives Asset Allocation
FEES AND EXPENSES
Expense Ratio 0.25%
Gross Expense Ratio 0.25%
Net Expense Ratio 0.25%
Management Fee 0.25%
VOLATILITY MEASURES
1-year standard deviation 12.60
Mean 0.56
3-year Sharpe ratio 0.53
3-year Treynor ratio 5.02