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INFEX Advisory Research MLP & Equity I

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Fund INFEX Advisory Research MLP & Equity I MLPA Global X MLP ETF MLPI UBS ETRACS Alerian MLP Infras ETN  
100% 89% 95%
Annual Fees
(1.10% Exp. Ratio)
(0.45% Exp. Ratio)
(0.85% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$36,976.71 $45,006.73 $39,886.05
Est. savings over 30 yrs +$8,030.02 +$2,909.34
As of 9/30/16
1 YR RETURN 12.33%
3 YR --
5 YR --
10 YR --
1 YR RETURN 16.53%
3 YR -3.92%
5 YR --
10 YR --
1 YR RETURN 12.77%
3 YR -4.78%
5 YR 5.14%
10 YR --
The investment seeks total return. Under normal market conditions, the fund will invest at least 80% of its total assets in publicly traded equity securities of master limited partnerships ("MLPs") and equity securities of other companies focused in the energy infrastructure sector. It may invest in equity securities of MLP Entities and other issuers without regard for their market capitalizations. The fund may also invest in foreign securities and U.S. dollar denominated foreign issuers. 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.
The investment seeks to replicate, net of expenses, the Alerian MLP Infrastructure Index. The index provides exposure to the infrastructure component of the Master Limited Partnership asset class. Its constituents each earn at least 50% of their EBITDA from assets that are not directly exposed to changes in commodity prices. The index is a composite of 25 energy infrastructure MLPs.

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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.


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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