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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 21.84 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 19.9% |
| 1 Year | 21.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide investors with capital appreciation and, as a secondary objective, current income. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of MLPs. It will borrow only if the value of the fund's assets, including borrowings, is equal to at least 300% of all borrowings, including the proposed borrowing. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Oppenheimer SteelPath MLP Alpha Plus Fund has an expense ratio of 2.00 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
