Eagle MLP Strategy Fund

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 21.04 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.7%
1 Year 21.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return from income and capital appreciation. The fund invests primarily in securities of master limited partnerships ("MLPs") and MLP-related securities. It attempts to primarily invest in MLPs and MLP-related securities that focus on midstream energy infrastructure and the transportation, storage and gathering & processing of oil, natural gas, natural gas liquids and other hydrocarbons. The fund invests without restriction as to issuer capitalization or country, except that the fund does not invest in emerging markets as a principal investment strategy. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Eagle MLP Strategy Fund has an expense ratio of 1.40 percent.

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Risk

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

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See Also:

Top Eagle Funds