| 11.95 Net Asset Value | +0.59% 1 Day | +12.74% Year-to-Date | Overall Morningstar Rating |
| Equity energy Style or Category | No Load Sales Expenses | 1.29% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | -0.67% | 3 years | +13.28% | |
| 3 months | +3.18% | 5 years | -- | |
| 1 year | +24.60% | Since inception | +12.12% |
| MLPOX | Category | |
|---|---|---|
| Performance 5-yr return | -- | -2.62% |
| Expense ratio | 1.29% | 1.75% |
| Risk 5 year sharpe ratio | -- | -0.04 |
| Net assets | $1.7B | $747.3M |
| Average market cap | $8.2B | $15.5B |
| Average P/E | 28.6 | 14.4 |
| 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 | $1,000,000.00 |
| 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% |
| EPD Enterprise Products Partners LP | 8.74% |
| PAA Plains All American Pipeline LP | 7.82% |
| ETE Energy Transfer Equity LP | 7.71% |
| EPB El Paso Pipeline Partners LP | 7.59% |
| GEL Genesis Energy LP | 6.41% |
| HEP Holly Energy | 6.01% |
| SXL Sunoco Logistics Partners | 5.68% |
| MMP Magellan Midstream Partners, L.P. | 5.61% |
| WPZ Williams Partners LP | 5.44% |
| MWE MarkWest Energy Partners LP | 5.32% |
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