“Well organized and easy to follow... Overall, this title has value in helping users navigate exchange-traded funds.” –ARBA Weiss Ratings Investment Research Guide to Exchange-Traded Funds gives investors and consumers independent, unbiased data on which ETFs to consider and which should be avoided. • Updated quarterly in print and daily online • Index of Exchange-Traded Funds – with Investment Ratings, key rating factors, and summary financial data for 2,200 Exchange- Traded Funds. Over 30 data points are displayed for each fund, including Market, Overall Rating, Risk Rating, Reward Rating, Price, 52-Week Highs and Lows, Category, Objective, Total Returns, Dividend Yield, Expense Ratio, Net Asset Value, Total Assets, Asset Allocation, Turnover Ration and Premium/Discount Average. • Expanded Analysis of All BUY-Rated ETFs - with current and historical Weiss Ratings, rating factors, financial data and performance charts for those who want accessible data on the most profitable ETFs. • Expanded Analysis of All Rated Funds with Assets over 50 Million • 100 Largest ETFs - contains ratings and analysis on funds with the largest assets, organized according to asset size. • Best One-Year Return BUY Rated Exchange-Traded Funds - if users are looking to find the best ETFs for an immediate return on their investment, this section is the place to look. • Best Low Expense Exchange-Traded Funds - for those who need to stick to a budget, but would like to expand their wealth through investing in exchange-traded funds, these are the best options listed according to their rating. • BUY Rated Funds by Category • Available in print and online database formats With the growing popularity of exchange-traded funds, consumers need more guidance than ever to select funds with superior return and performance. Weiss Ratings Investment Research Guide to Exchange-Traded Funds answers this need, by providing accurate, easy-to-understand ratings and financial data on more than 2,200 Exchange-Traded Funds. ACCURATE, EASY-TO-USE INVESTMENT RATINGS ON 2,200 EXCHANGE-TRADED FUNDS 800 pages | Softcover $279 Single Issue $549 Annual Subscription (4 issues) Fall 2018: 978-1-68217-796-9 Winter 2018/19: 978-1-64265-175-1 Spring 2019: 978-1-64265-176-8 Summer 2019: 978-1-64265-177-5 Fall 2019: 978-1-64265-178-2 Also available for subscription online Sample Pages: Research Guide to Exchange-Traded Funds Research Guide to Bond & Money Market Mutual Funds WeissRatings Investment Research Guide to Exchange-Traded Funds Investment Research Guide to EXCHANGE-TRADED FUNDS G R E Y H O U S E P U B L I S H I N G SPRING 2019 Financial Ratings Series VII. BUY Rated Exchange-Traded Funds by Category Summer 2018  Category: Energy Sector Equity Fund Name Ticker Symbol Traded On Overall Rating Reward Rating Risk Rating Recent Up/ Downgrade Price as of 6/30/2018 Total Assets (MIL) 1-Year Total Return 3-Year Total Return 5-Year Total Return Dividend Yield (TTM) Premium/ Discount 1-Year Avg  Alerian Energy Infrastructure ETF ENFR NYSE Arca C B- D Up 22.16 39.4 -1.07 -5.34 3.23 0.08  Alerian MLP ETF AMLP NYSE Arca C B- D Up 10.10 9,969 -7.68 -17.15 -17.36 8.07 -0.09  Barclays ETN+ Select MLP ETN ATMP NYSE Arca D D+ D Down 20.28 448.0 -4.27 -13.69 -1.20 5.88 0.25  BMO Elkhorn DWA MLP Select™ Index Exchange Traded Notes BMLP NAS CM D- D E+ Down 48.88 50.9 5.83 6.53 -0.02  Credit Suisse S&P MLP Index ETN MLPO NYSE Arca D D E Down 13.92 50.8 -13.99 -33.78 5.58 -0.05  C-Tracks Exchange-Traded Notes Based on the Miller/Howard MLPC NYSE Arca D D D Down 14.25 101.6 -8.69 -24.16 6.21 0  Cushing® 30 MLP Index ETN PPLN NYSE Arca D D D 18.37 7.1 -11.07 0.16  Direxion Zacks MLP High Income Index Shares ZMLP NYSE Arca C B- D Up 14.86 57.4 -4.91 -31.01 1.52 -0.04  Energy Select Sector SPDR® Fund XLE NYSE Arca C B- C- Up 75.94 19,134 21.09 10.37 10.50 2.96 0.01  Fidelity® MSCI Energy Index ETF FENY NYSE Arca C C+ C- Up 21.25 647.4 21.94 6.97 2.75 0.04  First Trust Energy AlphaDEX® Fund FXN NYSE Arca C C D+ Up 16.92 362.4 28.19 -12.12 -16.25 1 0  First Trust Nasdaq Oil & Gas ETF FTXN NAS CM C+ B C- Up 24.75 27.2 41.09 1.48 0.32  First Trust Natural Gas ETF FCG NYSE Arca D+ C D Down 23.36 152.7 14.61 -47.62 -68.55 1.08 -0.01  First Trust North American Energy Infrastructure Fund EMLP NYSE Arca C- C D+ Down 23.22 2,230 -1.41 3.55 21.45 2.69 0.06  Global X MLP & Energy Infrastructure ETF MLPX NYSE Arca C B- D Up 13.32 457.5 1.09 -13.54 4.6 0.06  Global X MLP ETF MLPA NYSE Arca C B- D Up 9.16 884.8 -9.13 -18.37 -20.10 8.47 0.12  InfraCap MLP ETF AMZA NYSE Arca C C+ D Up 7.31 633.7 -8.01 -32.07 26.37 0.23  Invesco Canadian Energy Income ETF ENY NYSE Arca C C+ D Up 8.05 21.9 2.14 -11.45 -28.86 3.71 -0.15  Invesco DWA Energy Momentum ETF PXI NAS CM C B- C- Up 43.16 98.9 30.06 -2.47 -4.71 0.71 0.07  Invesco Dynamic Energy Exploration & Production ETF PXE NYSE Arca C C+ D+ Up 27.10 89.2 43.75 4.19 6.31 1.49 -0.01  Invesco Dynamic Oil & Gas Services ETF PXJ NYSE Arca D+ C- D Up 9.79 38.5 7.32 -36.52 -54.17 2.66 -0.01  Invesco S&P 500® Equal Weight Energy ETF RYE NYSE Arca C C D+ Up 62.39 269.6 21.32 2.96 -3.65 2.3 0.05  Invesco S&P SmallCap Energy ETF PSCE NAS CM C- C D Up 16.97 76.9 27.88 -35.29 -56.33 0.04 0.13  iPath® S&P MLP ETN IMLP NYSE Arca D D D Down 17.53 55.9 -3.67 -22.00 -19.08 5.24 0.19  iShares Edge MSCI Multifactor Energy ETF ERGF BATS C+ B- C- Up 28.83 3.0 24.36 2.26 0.15  iShares Global Energy ETF IXC NYSE Arca C+ C+ C Up 37.38 1,761 24.08 17.59 13.22 2.89 0  iShares MSCI Global Energy Producers ETF FILL NYSE Arca C C+ C- Up 23.16 41.6 29.90 24.72 14.54 2.9 0.02  iShares U.S. Energy ETF IYE NYSE Arca C B- C- Up 41.94 1,097 21.69 7.15 5.85 2.67 0.03  iShares U.S. Oil & Gas Exploration & Production ETF IEO BATS C C+ C- Up 74.31 495.4 37.33 9.05 10.14 0.9 0.02  iShares U.S. Oil Equipment & Services ETF IEZ NYSE Arca D+ C D Down 36.51 315.6 12.11 -19.14 -29.67 3.35 0.02  Ivy Focused Energy NextShares IVENC NAS CM C C D+ Up 100.02 8.8 16.75 0.99 446.31  John Hancock Multifactor Energy ETF JHME NYSE Arca C C+ D+ Up 32.33 38.6 26.89 1.67 0.14  JPMorgan Alerian MLP Index ETN AMJ NYSE Arca D D D Down 26.58 3,177 -5.09 -18.43 -21.97 7.04 0.18  SPDR® S&P Oil & Gas Equipment & Services ETF XES NYSE Arca D+ D+ D Up 16.96 427.1 11.61 -32.20 -53.75 1.67 0  SPDR® S&P Oil & Gas Exploration & Production ETF XOP NYSE Arca C C D+ Up 43.06 3,324 35.96 -4.99 -22.18 0.65 0  Tortoise North American Pipeline Fund TPYP NYSE Arca C B- D+ Up 23.30 125.4 3.97 5.37 3.11 0.15  UBS ETRACS Alerian MLP Index ETN AMU NYSE Arca D D D Down 16.50 305.7 -4.79 -19.48 -22.27 7.08 -0.04  UBS ETRACS Alerian MLP Index ETN Series B AMUB NYSE Arca D D E Down 16.89 6.7 -8.10 3.6 0.42  UBS ETRACS Alerian MLP Infrastructure Index ETN MLPI NYSE Arca D D D Down 22.92 1,555 -7.71 -21.41 -22.15 6.94 -0.14  UBS ETRACS Alerian MLP Infrastructure Index ETN Series B MLPB NYSE Arca D D E Down 21.54 9.3 -7.71 6.94 -0.52 MARKET RATINGS PRICE TOTAL RETURNS & PERFORMANCE VALUATION Strategic Advisers® Core Income Fund C HOLD Ticker Traded On NAV Total Assets ($) Dividend Yield (TTM) Turnover Ratio Expense Ratio FPCIX NAS CM 10.32 $36,735,774,209 2.59 45 0.43 Ratings Reward C Risk B- Fund Information Fund Type Open End Category US Fixed Inc Sub-Category Intermediate-Term Bond Prospectus Objective Income Inception Date Sep-07 Open to New Investments Y Minimum Initial Investment 0 Minimum Subsequent Investment Front End Fee Back End Fee Total Returns (%) 3-Month 6-Month 1-Year 3-Year 5-Year -0.31 -1.52 0.05 7.41 14.42 3-Year Standard Deviation 2.74 Effective Duration Average Coupon Rate 3.42 Company Information Provider Fidelity Investments Manager/Tenure Gregory Pappas (10), Jeffrey Moore (7), James L. Herbst (5), 5 others Website http://www.institutional.fidelity.com Address Fidelity Investments 82 Devonshire Street Boston MA 2109 United States Phone Number 617-563-7000 Ratings History Asset & Performance History Total Assets: $36,735,774,209 Overall Risk Reward 1-Year Asset Allocation Date Rating Rating Rating Date NAV Total Return Asset % Q2-18 C B- C 2017 10.61 4.48 Cash -10% Q4-17 B- A- C 2016 10.41 4.35 Bonds 108% Q2-17 C+ B- C 2015 10.34 -0.02 Govt Bond 40% Q4-16 C+ B C 2014 10.66 5.36 Muni Bond 0% Q4-15 B- B+ C 2013 10.43 -1.58 Corp Bond 16% 2012 10.9 7.79 Other 1% Services Offered: Qualified Investment Investment Strategy: The investment seeks a high level of current income. The fund invests primarily in investment- grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. It invests up to 30% of assets in high yield and emerging market debt securities. The fund invests in domestic and foreign issuers. It allocates assets among affiliated fixed-income funds (i.e., Fidelity® Funds) and non-affiliated fixed- income funds that participate in Fidelity's FundsNetwork®, and non-affiliated exchange traded funds (ETFs) (underlying funds) and sub-advisers. Top Holdings: PIMCO Total Return Instl Fidelity® Total Bond Fund Western Asset Core Plus Bond I Metropolitan West Total Return Bd M Prudential Total Return Bond A JPMorgan 100% U.S. Treasury Securities Money Market Fund Morgan Class C HOLD Ticker Traded On NAV Total Assets ($) Dividend Yield (TTM) Turnover Ratio Expense Ratio HTSXX NAS CM 1 $35,364,111,137 0.69 0.59 Ratings Reward C- Risk C Fund Information Fund Type Money Mkt Category US Money Mkt Sub-Category Money Mkt-Taxable Prospectus Objective Money Mkt - Treasury Inception Date Nov-91 II. Analysis of 100 Largest Bond & Money Market Mutual Funds Summer 2018 CALL (800) 562-2139 TO GET A PRICE QUOTE FOR ONLINE ACCESS