Advisory Research MLP & Energy Infrastructure Fund

Class Other (MLPPX)
Scorecard
5 / 5 Stars
Lipper
5 5 5 4 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

#2 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.

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Performance

The fund has returned 15.70 percent over the past year, and 12.90 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 2.7%
1 Year 15.7%
3 Years (Annualized) 12.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation and current income. The fund normally invests at least 80% of its total assets in publicly traded equity and debt securities of master limited partnerships ("MLPs"), and in publicly traded equity and debt securities of other companies, focused in the energy infrastructure sector. Its investments will include securities of MLPs and their parent companies and other affiliates. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Advisory Research MLP & Energy Infrastructure Fund has an expense ratio of 1.00 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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