| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
1
5
1
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
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 22.32 percent over the past year, and 13.35 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 13.9% |
| 1 Year | 22.3% |
| 3 Years (Annualized) | 13.3% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide investors with a concentrated portfolio of energy infrastructure Master Limited Partnerships ("MLPs") which the Advisor believes will provide substantial long-term capital appreciation through distribution growth and an attractive level of current income. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 90% of its net assets in the equity securities of MLPs. The MLP securities in which the fund invests are common units representing limited partnership interests of energy infrastructure MLPs. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
Oppenheimer SteelPath MLP Alpha Fund has an expense ratio of 1.25 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
