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Westwood Salient Mlp & Energy Infrastructure Fund Institutional Shares (SMLPX)

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10.35 +0.09    +0.88%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Salient Funds
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 1.03B
Salient MLP & Energy Infrastructure I 10.35 +0.09 +0.88%

Westwood Salient Mlp & Energy Infrastructure Fund Institutional Shares Overview

 
Find basic information about the Westwood Salient Mlp & Energy Infrastructure Fund Institutional Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SMLPX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US79471L6020)
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Rating
1-Year Change36.25%
Prev. Close10.26
Risk Rating
TTM Yield4.69%
ROE24.81%
IssuerSalient Funds
Turnover39%
ROA5.82%
Inception Date41171
Total Assets1.03B
Expenses1.11%
Min. Investment100,000
Market Cap21.13B
CategoryEnergy Limited Partnership
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Westwood Salient Mlp & Energy Infrastructure Fund Institutional Shares News


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1302 1073 1386 1616 1907 1147
Fund Return 30.24% 7.26% 38.61% 17.34% 13.78% 1.38%
Place in category 41 31 36 80 59 46
% in Category 43 37 42 82 58 71

Top Other Funds by Westwood

  Name Rating Total Assets YTD% 3Y% 10Y%
  Salient MLP & Energy InfrastructurA 163.87M 25.71 18.24 0.42
  Salient MLP & Energy InfrastructurC 16.11M 24.97 17.36 -0.35

Top Funds for Energy Limited Partnership Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Oppenheimer SteelPath MLP Alpha Y 7.24B 30.57 25.17 3.63
  Oppenheimer SteelPath MLP Income A 7.24B 16.81 18.91 4.03
  Oppenheimer SteelPath MLP Income C 7.24B 16.10 18.01 3.27
  Oppenheimer SteelPath MLP Income Y 7.24B 17.30 19.22 4.29
  Oppenheimer SteelPath MLP Select 4Y 7.24B 21.89 21.00 4.48

Top Holdings

Name ISIN Weight % Last Change %
  Western Midstream Partners US9586691035 8.79 36.24 -2.84%
  Williams US9694571004 7.35 56.77 +2.39%
  Plains GP Holdings US72651A2078 6.61 18.13 -3.69%
  Cheniere Energy US16411R2085 6.34 205.91 +2.19%
  TC Energy CA87807B1076 6.21 68.44 -0.56%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY BUY Strong Buy
Summary Buy Buy Strong Buy
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