Investment Test Drive

INFFX Advisory Research MLP & Energy Income C

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund INFFX Advisory Research MLP & Energy Income C ATMP Barclays ETN+ Select MLP  
100% 85%
Annual Fees
(2.15% Exp. Ratio)
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$26,842.77 $38,693.40
Est. savings over 30 yrs +$11,850.63
As of 9/30/16
1 YR RETURN 10.12%
3 YR -0.92%
5 YR 5.79%
10 YR --
1 YR RETURN 23.13%
3 YR 1.09%
5 YR --
10 YR --
The investment seeks current income and secondarily seeks long-term capital appreciation. The fund will invest at least 80% of its total assets in publicly traded equity and debt securities of master limited partnerships ("MLPs") focused in the energy infrastructure sector, and in equity and debt securities of other companies focused in the energy infrastructure sector. It may invest up to 15% of its net assets in securities that are not registered under the Securities Act of 1933 or that otherwise may not be sold in a public offerings, which are commonly known as "restricted" securities. The fund 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.

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.


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!