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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 42 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 17.26 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.1% |
| 1 Year | 17.3% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are Above Average compared to funds in the same category.
FAMCO MLP & Energy Income Fund has an expense ratio of 1.50 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
