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ENFR
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Alerian Energy Infrastructure ETF (ENFR)

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$31.63
Last Close (24-hour delay)
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Upturn Advisory Summary

08/14/2025: ENFR (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 5.25%
Avg. Invested days 65
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta 0.96
52 Weeks Range 24.44 - 33.50
Updated Date 06/30/2025
52 Weeks Range 24.44 - 33.50
Updated Date 06/30/2025

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Alerian Energy Infrastructure ETF

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ETF Overview

overview logo Overview

The Alerian Energy Infrastructure ETF (ENFR) seeks investment results that correspond generally to the price and yield performance of the Alerian Midstream Energy Select Index. It focuses on companies involved in the midstream energy sector, including pipelines, storage, and processing.

reliability logo Reputation and Reliability

Invesco is a well-established ETF provider with a strong track record and reputation for offering a variety of investment products.

reliability logo Management Expertise

Invesco has a team of experienced professionals managing its ETFs, providing expertise in index tracking and fund operations.

Investment Objective

overview logo Goal

To replicate the performance of the Alerian Midstream Energy Select Index, focusing on midstream energy companies.

Investment Approach and Strategy

Strategy: ENFR aims to track a specific index, the Alerian Midstream Energy Select Index.

Composition The ETF holds stocks of companies involved in the midstream energy sector.

Market Position

Market Share: ENFR holds a significant market share within the energy infrastructure ETF sector.

Total Net Assets (AUM): 648000000

Competitors

overview logo Key Competitors

  • MPLX LP (MPLX)
  • Enterprise Products Partners L.P. (EPD)
  • TC Energy Corporation (TRP)

Competitive Landscape

The midstream energy ETF sector is competitive. ENFR competes with other funds tracking similar indexes. ENFR's advantage is its focused index tracking; its disadvantage might be its concentration in a specific sector, which could lead to higher volatility compared to more diversified energy ETFs.

Financial Performance

Historical Performance: Historical performance data should be sourced from financial databases or Invesco's website.

Benchmark Comparison: Comparing ENFR's performance to the Alerian Midstream Energy Select Index reveals how closely it tracks its target.

Expense Ratio: 0.35

Liquidity

Average Trading Volume

ENFR has relatively high average trading volume which indicates good liquidity.

Bid-Ask Spread

The bid-ask spread for ENFR is typically tight, reflecting its strong liquidity.

Market Dynamics

Market Environment Factors

Economic indicators, energy prices, and infrastructure spending influence ENFR's performance.

Growth Trajectory

ENFR's growth depends on the expansion and performance of the midstream energy sector, as well as investor sentiment towards energy infrastructure.

Moat and Competitive Advantages

Competitive Edge

ENFR's competitive edge lies in its focused exposure to midstream energy infrastructure, tracking a well-known index. Its brand recognition with Invesco gives it an advantage. However, it's concentration can be a disadvantage during down turns. ENFR focuses primarily on midstream which can sometimes reduce diversification benefits for investors.

Risk Analysis

Volatility

ENFR's historical volatility is linked to the energy sector and the broader market.

Market Risk

ENFR faces risks associated with energy price fluctuations, regulatory changes, and infrastructure project delays.

Investor Profile

Ideal Investor Profile

The ideal investor for ENFR is someone seeking exposure to the midstream energy sector, willing to accept sector-specific risks, and understands the complexities of energy infrastructure investments.

Market Risk

ENFR may be suitable for long-term investors seeking income or exposure to the energy sector, but it may not be ideal for risk-averse investors due to its sector concentration.

Summary

The Alerian Energy Infrastructure ETF (ENFR) offers targeted exposure to the midstream energy sector through its tracking of the Alerian Midstream Energy Select Index. Its performance is tied to the overall health of the energy infrastructure industry, which can be affected by economic factors and regulatory changes. While this concentration allows for focused investments, it could be riskier than more diversified approaches. ENFR is suitable for investors with a higher risk tolerance who are looking to profit from energy infrastructure growth. Investors must consider expense ratios, liquidity and market dynamics before making investments.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Invesco Website
  • Alerian Index Information
  • Financial News Providers (e.g., Bloomberg, Reuters)
  • ETF Database

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data and specific financial numbers (AUM, market share percentages) are placeholders and should be replaced with current information.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Alerian Energy Infrastructure ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The underlying index is a composite of North American energy infrastructure companies engaged in midstream activities involving energy commodities including gathering and processing, liquefaction, pipeline transportation, rail terminaling, and storage (also known as midstream energy businesses). The fund will normally invest at least 90% of its total assets in securities that comprise the underlying index. It is non-diversified.