Investment Test Drive

BPMAX BP Capital TwinLine MLP A

5 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund BPMAX BP Capital TwinLine MLP A MLPA Global X MLP ETF MLPX Global X MLP & Energy Infrastructure ETF  
Similarity
?
100% 91% 86%
Annual Fees
?
$184.91
(1.75% Exp. Ratio)
$47.55
(0.45% Exp. Ratio)
$47.55
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$30,754.70 $45,621.82 $45,621.82
Est. savings over 30 yrs +$14,867.12 +$14,867.12
Return
As of 11/30/16
1 YR RETURN 14.78%
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.34%
3 YR -4.97%
5 YR --
10 YR --
1 YR RETURN 15.45%
3 YR 1.91%
5 YR --
10 YR --
Description
The investment seeks capital appreciation through distribution growth along with current income. The fund normally invests in at least 80% of its net assets (plus any borrowings for investment purposes) in energy infrastructure master limited partnership ("MLP") investments. It may invest up to 20% of its net assets in non-MLP investments, including, without limitation, securities of corporations that operate in the energy sector or that hold energy assets and fixed income securities. The fund is non-diversified.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive MLP Infrastructure Index ("underlying index"). The fund invests at least 80% of its net assets in the securities of the underlying index. Moreover, at least 80% of the fund's net assets will be invested in securities that have economic characteristics of the Master Limited Partnership ("MLP") asset class. The underlying index is intended to give investors a means of tracking the performance of the energy infrastructure MLP asset class in the United States. The fund is non-diversified.
The investment seeks to provide investment results that correspond generally to the price and yield performance of the Solactive MLP & Energy Infrastructure Index ("underlying index"). The fund invests at least 80% of its total assets in the securities of the underlying index. It also invests at least 80% of its total assets in securities of master limited partnerships and energy infrastructure corporations. The fund's 80% investment policies are non-fundamental and require 60 days' prior written notice to shareholders before they can be changed. The underlying index tracks the performance of MLPs and energy infrastructure corporations. It is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

+

Your Feedback has been sent successfully!