ALPS/Alerian MLP Infrastructure Index Fund

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.

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Performance

The fund has returned 5.38 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 0.8%
1 Year 5.4%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks investment results that correspond (before fees and expenses) generally to the price and yield performance of its underlying index, the Alerian MLP Infrastructure Index (the "index"). The fund will normally invest at least 90% of its total net assets in securities that comprise the index (or depositary receipts based on such securities). It employs a "passive management" - or indexing - investment approach designed to track the performance of the index. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
ALPS/Alerian MLP Infrastructure Index Fund has an expense ratio of 1.25 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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