| 11.91 Net Asset Value | -0.17% 1 Day | +13.32% Year-to-Date | Overall Morningstar Rating |
| Equity energy Style or Category | 5.75 Sales Expenses | 1.58% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +1.29% | 3 years | +14.91% | |
| 3 months | +6.27% | 5 years | -- | |
| 1 year | +24.00% | Since inception | +12.44% |
| MLPAX | Category | |
|---|---|---|
| Performance 5-yr return | -- | -2.62% |
| Expense ratio | 1.58% | 1.80% |
| Risk 5 year sharpe ratio | -- | 0.00 |
| Net assets | $1.5B | $719.8M |
| Average market cap | $6.5B | $14.7B |
| Average P/E | 19.3 | 18.3 |
| Portfolio turnover | 15% | 15% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | SteelPath |
| Fund manager & tenure | Brian Watson / 3 Years |
| Minimal initial investment | $3,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Energy | 97.47% |
| Utilities | 2.53% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| Consumer service | 0.00% |
| PAA Plains All American Pipeline LP | 8.37% |
| EPD Enterprise Products Partners LP | 8.35% |
| EPB El Paso Pipeline Partners LP | 6.73% |
| GEL Genesis Energy LP | 6.34% |
| HEP Holly Energy | 6.25% |
| ETE Energy Transfer Equity LP | 5.97% |
| SXL Sunoco Logistics Partners | 5.90% |
| OKS ONEOK Partners, L.P. | 5.43% |
| WPZ Williams Partners LP | 5.30% |
| MMP Magellan Midstream Partners, L.P. | 5.26% |
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