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CCCAX Center Coast MLP Focus A

2 lower fee alternatives found

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Fund CCCAX Center Coast MLP Focus A MLPX Global X MLP & Energy Infrastructure ETF ATMP Barclays ETN+ Select MLP  
Similarity
?
100% 86% 89%
Annual Fees
?
$155.33
(1.47% Exp. Ratio)
$47.55
(0.45% Exp. Ratio)
$100.39
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$33,537.58 $45,678.85 $39,274.59
Est. savings over 30 yrs +$12,141.27 +$5,737.01
Return
As of 10/31/16
1 YR RETURN -1.16%
3 YR -3.27%
5 YR 2.21%
10 YR --
1 YR RETURN 1.94%
3 YR 0.51%
5 YR --
10 YR --
1 YR RETURN 6.09%
3 YR -1.31%
5 YR --
10 YR --
Description
The investment seeks maximum total return with an emphasis on providing cash distributions to shareholders. The fund invests at least 80% of its net assets (including amounts borrowed for investment purposes) in common units of master limited partnerships and equity securities of "MLP affiliates" which the fund's sub-advisor defines as entities issuing MLP I-shares, general partners of MLPs and other entities that may own interests of MLPs. It concentrates (i.e., invests more than 25% of its net assets) in securities of companies in the energy industry, and the Advisor intends to make the majority of its investments in "midstream" MLPs. It 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.
The investment seeks to replicate, net of expenses, the Atlantic Trust Select MLP Index. The index seeks to capture returns that may be available from investing in a basket of direct or indirect interests in master limited partnerships (“MLPs”), limited liability companies (“LLCs”) and corporations (collectively, “MLP Interests”) that are selected pursuant to the Atlantic Trust Select MLP Strategy.

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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.

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