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  • Ticker:- XMPT;true;CEFMX;
  • Market Vectors® CEF Municipal Income ETF (XMPT)

  •  
    XMPT icon

    The Market Vectors® CEF Municipal Income ETF (XMPT) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the S-Network Municipal Bond Closed-End Fund Index (CEFMX). CEFMX is composed of shares of municipal closed-end funds listed in the United States that are principally engaged in asset management processes designed to produce federally tax exempt annual yield.
    Video IconMorningstar Videos: Colby on Munis, 10/20 

    PDF Tiny Overview of the Closed-End Fund Market 
  • Details

     

    As of February 22, 2012

    Fund Ticker
    XMPT
    ISIN
    US57060U3326
    Intraday NAV (IIV)
    XMPT.IV
    Index Ticker
    CEFMXTR
    Exchange
    NYSE Arca
    Commencement Date
    07/12/2011


       Management Fee
    0.40%
       Other Expenses
    0.14%
       Acquired Fund Fees and    Expenses
    1.03%
    Gross Expense Ratio *
    1.57%
    Net Expense Ratio *
    1.43%
    Options
    Expected
    AUM
    $6.9MM
    * Expenses for the fund are capped contractually until 05/01/2013. Cap excludes certain expenses, such as interest.
    As of December 31, 2011

    Index Ticker
    CEFMXTR
    Inception Date
    06/08/2011
    Currency
    USD
    Average Premium/Discount*
    -1.20%
    Average Leverage*
    33.70%
    Average Duration*
    10.35 years
    Market Cap
    $652.4 B
    52 Week High/Low
    n.a. / n.a.
    Average_Disclaimer
  • Fund Prices

     

    as of February 22, 2012
    TICKERNAV/
    Last Price
    VolumeDaily Change NAV/
    Last Price
    YTD Change NAV/
    Last Price
    Premium/
    Discount
    Premium/
    Discount Distribution
    NAV Price History

    Premium-Discount
    Total Expense Ratio
    CEF Municipal Income ETFXMPT $27.53
    $27.58
    700
    $-0.05
    +0.3%

    $-0.03
    +0.4%
    + 3.0%
    + 3.0%

    $0.05
    0.18%
    Chart Export 1.57/1.43*
  • Top 10 Holdings

     

    As of February 21, 2012 |TOTAL CONSTITUENTS: 78
    Holding
    Shares
    Market Value (USD)
    % of net assets
    Nuveen Municipal Value Fund NUV US32,590330,104
    4.79%
    Nuveen Ins Opp NIO US21,649321,336
    4.66%
    Blackrock-Mu Y Q MYI US20,295307,083
    4.46%
    Nuveen Prem Inc2 NPM US15,897243,534
    3.53%
    Invesco Van Kamp VMO US13,286200,981
    2.92%
    Nuveen Prem Inc NPI US13,037189,903
    2.76%
    Nuveen Performance Plus Muni NPP US12,248189,844
    2.75%
    Nuveen Qual Inc NQU US12,309184,623
    2.68%
    Eaton Vance Municipal Bond Fund EIM US13,920182,579
    2.65%
    Nuveen Municipal Advantage Fund NMA US9,018136,735
    1.98%
    As of February 23, 2012 |TOTAL CONSTITUENTS: 82
    Holding
    Weighting
    NUVEEN MUNICIPAL VALUE FUND NUV
    4.81%
    NUVEEN INSD MUNI OPPORTUNITY NIO
    4.78%
    NUVEEN PREMIUM INC MUNI FD 2 NPM
    3.54%
    BLACKROCK MUNIYIELD QUALITY MYI
    2.98%
    NUVEEN PREMIUM INC MUNI FUND NPI
    2.81%
    NUVEEN PERFORMANCE PLUS MUNI NPP
    2.79%
    NUVEEN QUALITY INCOME MUNI NQU
    2.65%
    EATON VANCE MUNICIPAL BOND F EIM
    2.64%
    NUVEEN MUNI MKT OPPORTUNITY NMO
    1.94%
    NUVEEN MUNI ADVANTAGE FUND NMA
    1.93%
  • 30-Day SEC Yield2

     

    As of February 22, 2012
    30-Day SEC Yield2
    5.74%
  • 12 Month Yield2

     

    As of February 22, 2012
    12 Month Yield23.12%
    The most recent monthly dividend per share, annualized (multiplied by 12) and divided by latest NAV.
  • Performance History (%)

    As of January 31, 2012
    1MO3MOYTD1YR3YR†5 YR†10YR†LIFE*
    INDEX
    CEFMXTR
    4.6911.514.69n.a.n.a.n.a.n.a.-29.69
    FUND/NAV5.1611.085.16n.a.n.a.n.a.n.a.15.64
    FUND/Share Price4.079.804.07n.a.n.a.n.a.n.a.14.64
    After Tax Heldn.a.n.a.n.a.n.a.n.a.n.a.n.a.14.53
    After Tax Soldn.a.n.a.n.a.n.a.n.a.n.a.n.a.10.10
    As of December 31, 2011
    1MO3MOYTD1YR3YR†5 YR†10YR†LIFE*
    INDEX
    CEFMXTR
    3.325.9522.84n.a.n.a.n.a.n.a.n.a.
    FUND/NAV2.735.27n.a.n.a.n.a.n.a.n.a.9.97
    FUND/Share Price3.045.96n.a.n.a.n.a.n.a.n.a.10.16
    After Tax Heldn.a.n.a.n.a.n.a.n.a.n.a.n.a.9.09
    After Tax Soldn.a.n.a.n.a.n.a.n.a.n.a.n.a.6.45
    *Commencement date: 07/12/2011
    †Annualized
    The performance quoted represents past performance. Past performance is no guarantee of future results. Performance information for the Market Vectors ETFs reflects temporary waivers of expenses and/or fees. Had the Market Vectors ETFs incurred all expenses, investment returns would have been reduced. The investment return and value of shares of Market Vectors ETFs will fluctuate so that an investor's shares, when sold, may be worth more or less than their original cost. Performance may be lower or higher than performance data quoted. Fund returns assume that dividends and capital gains distributions have been reinvested in the Fund at NAV. The "Net Asset Value" (NAV) of a Market Vectors Exchange Traded Fund (ETF) is determined at the close of each business day, and represents the dollar value of one share of the fund; it is calculated by taking the total assets of the fund, subtracting total liabilities, and dividing by the total number of shares outstanding. The NAV is not necessarily the same as the ETF 's intraday trading value. Market Vectors ETF investors should not expect to buy or sell shares at NAV.

    As of January 31, 2012
    LIFE*1MO3MO6 MOYTD1YR3YR†5 YR†10YR†
    INDEX
    CEFMXTR
    -29.69%4.69%11.51%19.92%4.69%n.a.%n.a.%-29.69%n.a.%
    As of December 31, 2011
    LIFE*1MO3MO6 MOYTD1YR3YR†5 YR†10YR†
    INDEX
    CEFMXTR
    n.a.%3.32%5.95%12.58%22.84%n.a.%n.a.%n.a.%n.a.%
    *Commencement date: 06/08/2011
    †Annualized
    The performance quoted represents past performance. Past performance is no guarantee of future results. Performance may be lower or higher than performance data quoted.
  • Distributions

     

    Anticipated Dividend Frequency Monthly
    Capital Gains Annually
  • Features and Benefits

     

    Potential High Level of Tax-Exempt Income

    Predominately investment grade portfolio that may produce yields higher than most other fixed income investments


    Diversification by Asset, Strategy and Manager

    Reduce single fund and single bond risks with a portfolio of funds managed by some of the world’s leading active fixed income managers


    The Discount Advantage

    Index methodology assigns a greater weight to CEFs trading at discounts, potentially enhancing yield and providing the opportunity for capital appreciation


    The S-Network Municipal Bond Closed-End Fund Index (CEFMX)comprises:

    Four main sectors (“the sectors”) of municipal closed-end funds: Leveraged Municipal Fixed Income Closed-End Funds, Unleveraged Municipal Fixed Income Closed-End Funds, Leveraged High Yield Municipal Fixed Income Closed-End Funds, Unleveraged High Yield Municipal Fixed Income Closed-End Funds

    Index Weighting

    The CEFMX employs a weighting methodology based on Total Net Assets, adjusted for each closed-end fund’s average discount for the previous 90 days. Capping procedures are applied when needed to assure that the index is in compliance with various US regulatory guidelines governing concentration of holdings

    Index provider:
  • Index Sector Breakdown

     

    As of December 31, 2011
    Leveraged Investment Grade85.9%
    Unleveraged Investment Grade7.4%
    Leveraged High Yield3.8%
    Unleveraged High Yield2.9%
  • 1Yield information reflects temporary waivers of expenses and/or fees. Yields would have been reduced had these fees/expenses been included.

    230-Day SEC Yield is a standard calculation developed by the Securities and Exchange Commission that allows for fairer comparisons among bond funds. It is based on the most recent 30-day period. This yield figure reflects the interest earned during the period after deducting the fund’s expenses for the period. Tax Equivalent 30-Day SEC Yield or tax equivalent yield (TEY) is used by investors to compare yields on taxable and tax-exempt securities after accounting for taxes. TEY represents the yield a taxable bond would have to earn in order to match – after taxes – the yield available on a tax-exempt municipal bond. TEY = Tax Free Municipal Bond Yield/(1 -Tax Rate). For Market Vectors Municipal ETF Series the highest Federal individual income tax rate of 35% is assumed. 12-Month Yield is the yield an investor would have received if they had held the fund over the last twelve months assuming the most recent NAV. The 12-month yield is calculated by adding any income distributions over the past twelve months and dividing that by the sum of the most recent NAV and any capital gain distributions made over the past twelve months.

      Important Disclosure

    The Fund’s performance, because it is a fund of funds, is dependent on the performance of the Underlying Funds.  The Fund is subject to the risks of the Underlying Funds’ investments, and the Fund’s shareholders will indirectly bear the expenses of the Underlying Funds.  In addition, at times certain segments of the market represented by the Underlying Funds may be out of favor and underperform other segments. 

    The shares of a closed-end fund may trade at a discount or premium to its net asset value (“NAV”).  Additionally, the securities of closed-end investment companies in which the Fund will invest may be leveraged. As a result, the Fund may be indirectly exposed to leverage through an investment in such securities. An investment in securities of closed-end investment companies that use leverage may expose the Fund to higher volatility in the market value of such securities and the possibility that the Fund’s long-term returns on such securities (and, indirectly, the long-term returns of the Shares) will be diminished.

    Investment in the underlying funds may be subject to municipal securities risk, high-yield securities risk, fixed-income securities risk, tax risk, liquidity risk, leverage risk and anti-takeover measures risk. Some of the underlying funds are considered non-diversified and can invest a larger proportion of its assets in a single company.  As a result, they may be subject to greater risks than a diversified fund. 

    A portion of the Fund’s dividends may be subject to federal, state, or local income taxes or may be subject to the federal alternative minimum tax.

    S-Network Municipal Bond Closed-End Fund IndexSM is calculated and maintained by S-Network Global Indexes, LLC.  S-Network does not sponsor, endorse, or promote the Fund and bears no liability with respect to the Fund or any security.

    The “Net Asset Value” (NAV) of a Market Vectors exchange-traded fund (ETF) is determined at the close of each business day, and represents the dollar value of one share of the fund; it is calculated by taking the total assets of the fund, subtracting total liabilities, and dividing by the total number of shares outstanding. The NAV is not necessarily the same as the ETF’s intraday trading value.  Market Vectors ETF investors should not expect to buy or sell shares at NAV.

    Fund shares are not individually redeemable and will be issued and redeemed at their NAV only through certain authorized broker-dealers in large, specified blocks of shares called “creation units” and otherwise can be bought and sold only through exchange trading. Creation units are issued and redeemed principally in kind. Shares may trade at a premium or discount to their NAV in the secondary market.  You may incur brokerage expenses when trading Fund shares in the secondary market.

    Investing involves substantial risk and high volatility, including possible loss of principal. Bonds and bond funds will decrease in value as interest rates rise. An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus or summary prospectus, which contains this and other information, call 888.MKT.VCTR or visit vaneck.com/etf . Please read the prospectus or summary prospectus carefully before investing.

    Not FDIC Insured — No Bank Guarantee — May Lose Value

    Van Eck Securities Corporation, Distributor
    335 Madison Avenue, 19th Floor
    New York, NY 10017
    800.826.2333