Equity Energy

Equity Energy portfolios invest primarily in equity securities of U.S. or non-U.S. companies who conduct business primarily in energy-related industries. This includes and is not limited to companies in alternative energy, coal, exploration, oil and gas services, pipelines, natural gas services and refineries. Morningstar®

#21 BlackRock Energy & Resources Portfolio (SSGRX)

Performance (1-yr.): 9.65% Expenses: 1.34%
Performance (1-mo.): 3.67% Total Assets: $671.3M
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#22 Guinness Atkinson Alternative Energy Fund (GAAEX)

Performance (1-yr.): 3.51% Expenses: 1.81%
Performance (1-mo.): 10.00% Total Assets: $13.64M
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#23 Calvert Global Alternative Energy Fund (CGAEX)

Performance (1-yr.): 14.71% Expenses: 1.85%
Performance (1-mo.): 2.30% Total Assets: $82.2M
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ALPS/Alerian MLP Infrastructure Index Fund (ALERX)

Performance (1-yr.): Expenses: 1.25%
Performance (1-mo.): 0.45% Total Assets: $3.74M
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Baron Energy and Resources Fund (BENIX)

Performance (1-yr.): 1.40% Expenses: 1.10%
Performance (1-mo.): 4.06% Total Assets: $9.36M
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Center Coast MLP Focus Fund (CCCAX)

Performance (1-yr.): 13.41% Expenses: 4.28%
Performance (1-mo.): 0.24% Total Assets: $1.66B
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Cushing MLP Premier Fund (CSHAX)

Performance (1-yr.): 10.56% Expenses: 3.38%
Performance (1-mo.): 1.37% Total Assets: $947.73M
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Cushing Royalty Energy Income Fund (CURAX)

Performance (1-yr.): Expenses: 2.01%
Performance (1-mo.): 0.28% Total Assets: $16.19M
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Eagle MLP Strategy Fund (EGLAX)

Performance (1-yr.): Expenses: 1.65%
Performance (1-mo.): 1.42% Total Assets: $135.85M
See all details for EGLAX »

FAMCO MLP & Energy Income Fund (INFRX)

Performance (1-yr.): 17.26% Expenses: 1.51%
Performance (1-mo.): 0.96% Total Assets: $364.0M
See all details for INFRX »
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Top Performing Equity Energy Funds as of 05.03.2013

Guinness Atkinson Alternative Energy Fund (GAAEX)

Total Return: 10.00%

Tortoise MLP & Pipeline Fund (TORIX)

Total Return: 3.28%

Calvert Global Alternative Energy Fund (CGAEX)

Total Return: 2.30%

Tortoise MLP & Pipeline Fund (TORIX)

Total Return: 23.71%

Oppenheimer SteelPath MLP Alpha Plus Fund (MLPLX)

Total Return: 21.84%

FAMCO MLP & Energy Infrastructure Fund (MLPPX)

Total Return: 18.89%

Integrity Williston Basin/Mid-North America Stock Fund (ICPAX)

Total Return: 15.48%

Oppenheimer SteelPath MLP Select 40 Fund (MLPFX)

Total Return: 13.01%

Oppenheimer SteelPath MLP Alpha Fund (MLPAX)

Total Return: 12.52%

* annualized