5 / 5 Stars
4 4 5 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#1 in Equity Energy
U.S. News evaluated 48 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.02 percent over the past year, and 12.46 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.8%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks current income and secondarily seeks long-term capital appreciation. The fund normally invests at least 80% of total assets in publicly traded equity and debt securities of MLPs, and in publicly traded equity and debt securities of other companies, focused in the energy infrastructure sector. Its investments include securities of MLPs and their parent companies and other affiliates. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Advisory Research MLP & Energy Income Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.