5 / 5 Stars
4 4 5 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#4 in Equity Energy
U.S. News evaluated 49 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 11.84 percent over the past year, and 13.44 percent over the past three years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||4.4%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
Advisory Research MLP & Energy Infrastructure Fund has an expense ratio of 1.00 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.