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EGLCX Eagle MLP Strategy C

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Fund EGLCX Eagle MLP Strategy C MLPX Global X MLP & Energy Infrastructure ETF MLPA Global X MLP ETF  
Similarity
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100% 86% 85%
Annual Fees
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$254.66
(2.41% 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
$25,155.72 $45,678.85 $45,678.85
Est. savings over 30 yrs +$20,523.13 +$20,523.13
Return
As of 10/31/16
1 YR RETURN -5.44%
3 YR -8.75%
5 YR --
10 YR --
1 YR RETURN 1.94%
3 YR 0.51%
5 YR --
10 YR --
1 YR RETURN 3.30%
3 YR -5.61%
5 YR --
10 YR --
Description
The investment seeks total return from income and capital appreciation. The fund seeks to achieve its objective by investing, under normal conditions, at least 80% of its assets (net assets plus borrowings for investment purposes) in master limited partnerships ("MLPs") and MLP-related securities. The manager defines MLP-related securities as general partners of MLPs, MLP institutional securities, exchange-traded notes ("ETNs") that derive their returns from a master limited partnership index, structured notes or options that derive their returns from a basket of MLPs, or other publicly traded partnerships or limited liability companies. 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 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.

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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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