| 12.00 Net Asset Value | +0.33% 1 Day | +14.72% Year-to-Date | Overall Morningstar Rating |
| Equity energy Style or Category | No Load Sales Expenses | 2.04% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +3.66% | 3 years | -- | |
| 3 months | +8.29% | 5 years | -- | |
| 1 year | +23.27% | Since inception | +10.94% |
| MLPEX | Category | |
|---|---|---|
| Performance 5-yr return | -- | -2.62% |
| Expense ratio | 2.04% | 1.80% |
| Risk 5 year sharpe ratio | -- | 0.00 |
| Net assets | $1.6B | $719.8M |
| Average market cap | $4.5B | $14.7B |
| Average P/E | 18.0 | 18.3 |
| Portfolio turnover | 11% | 11% |
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 | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| PAA Plains All American Pipeline LP | 5.23% |
| EPD Enterprise Products Partners LP | 4.72% |
| GEL Genesis Energy LP | 4.52% |
| MMP Magellan Midstream Partners, L.P. | 4.50% |
| HEP Holly Energy | 4.49% |
| SXL Sunoco Logistics Partners | 4.38% |
| EEP Enbridge Energy Partners LP | 4.20% |
| EPB El Paso Pipeline Partners LP | 3.89% |
| ETE Energy Transfer Equity LP | 3.88% |
| NS NuStar Energy, L.P. | 3.73% |
.
