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MLXIX Catalyst MLP & Infrastructure I

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Fund MLXIX Catalyst MLP & Infrastructure I ATMP Barclays ETN+ Select MLP  
Similarity
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100% 86%
Annual Fees
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$147.94
(1.40% Exp. Ratio)
$100.39
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$34,259.79 $39,274.59
Est. savings over 30 yrs +$5,014.80
Return
As of 10/31/16
1 YR RETURN 4.07%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.09%
3 YR -1.31%
5 YR --
10 YR --
Description
The investment seeks current income and capital appreciation. The fund seeks to achieve its investment objective by primarily investing in the equity securities of the general partners of master limited partnerships ("MLPs") and the parent companies of general partners of MLPs (collectively, "GPs"). Under normal conditions, it will invest at least 80% of its net assets (plus borrowings for investment purposes) in securities of MLPs, GPs and other businesses that derive a majority of their revenue from energy infrastructure activities. The fund may invest in U.S. and foreign issuers of any market capitalization. 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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