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Lipper
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Zacks Investment Research
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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 18.59 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 15.3% |
| 1 Year | 18.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return. The fund seeks to generate total return, comprised of capital appreciation and income, by investing in master limited partnership ("MLP") interests. It seeks to achieve its investment objective by investing at least 80% of its net assets in MLP interests under normal circumstances. MLPs are publicly traded partnerships primarily engaged in the transportation, storage, processing, refining, marketing, exploration, production, and mining of minerals and natural resources. Under normal circumstances, the fund concentrates its investments in MLPs in the energy sector. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
MainGate MLP Fund has an expense ratio of 1.75 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
