Nasdaq - Delayed Quote USD

Invesco SteelPath MLP Alpha Y (MLPOX)

8.53 +0.03 (+0.35%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 8.50
  • YTD Return 27.56%
  • Expense Ratio 2.86%
  • Category Energy Limited Partnership
  • Last Cap Gain -16.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.01B
  • Beta (5Y Monthly) 0.70
  • Yield 4.96%
  • 5y Average Return --
  • Holdings Turnover 32.00%
  • Last Dividend 0.35
  • Inception Date May 24, 2019

The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in MLP investments of issuers that are engaged in the transportation, storage, processing, refining, marketing, exploration, production, and mining of minerals and natural resources and in derivatives and other instruments that have economic characteristics similar to such securities. The fund is non-diversified.

Invesco

Fund Family

Energy Limited Partnership

Fund Category

1.01B

Net Assets

2019-05-24

Inception Date

Performance Overview: MLPOX

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Trailing returns as of 10/22/2024. Category is Energy Limited Partnership.

YTD Return

MLPOX
27.56%
Category
38.02%
?

1-Year Return

MLPOX
32.18%
Category
54.67%
?

3-Year Return

MLPOX
26.17%
Category
0.06%
?

5-Year Return

MLPOX
14.62%
Category
0.07%
?

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Holdings: MLPOX

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Top 10 Holdings (86.49% of Total Assets)

SymbolCompany% Assets
ET
Energy Transfer LP 13.68%
MPLX
MPLX LP 13.25%
WES
Western Midstream Partners, LP 12.88%
TRGP
Targa Resources Corp. 12.65%
EPD
Enterprise Products Partners L.P. 8.87%
PAA
Plains All American Pipeline, L.P. 6.54%
OKE
ONEOK, Inc. 6.20%
SUN
Sunoco LP 5.11%
WMB
The Williams Companies, Inc. 4.22%
LNG
Cheniere Energy, Inc. 3.09%

Sector Weightings

Recent News: MLPOX

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Research Reports: MLPOX

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