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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 13.47 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.4% |
| 1 Year | 13.5% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide investors with current income and capital appreciation. The fund seeks to achieve its objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of MLP investments. MLPs typically are characterized as "publicly traded partnerships" that qualify to be treated as partnerships for U.S. federal income tax purposes and are principally engaged in one or more aspects of the exploration, production, processing, transmission, marketing, storage or delivery of energy-related commodities. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Highland Energy MLP Fund has an expense ratio of 2.25 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
