Eagle Mlp Strategy Fund Quote
| EGLIX Fund | USD 11.42 0.07 0.62% |
Performance18 of 100
| Odds Of DistressLess than 16
|
Eagle Mlp is trading at 11.42 as of the 18th of January 2025; that is 0.62 percent up since the beginning of the trading day. The fund's open price was 11.35. Eagle Mlp has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 29th of January 2023 and ending today, the 18th of January 2025. Click here to learn more.
The fund seeks to achieve its objective by investing, under normal conditions, at least 80 percent of its assets in energy infrastructure securities. It is non-diversified. More on Eagle Mlp Strategy
Moving together with Eagle Mutual Fund
Eagle Mutual Fund Highlights
| Fund Concentration | Eagle MLP Funds, Large Funds, Energy Limited Partnership Funds, Energy Limited Partnership, Eagle MLP, Large, Energy Limited Partnership (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of August 2022 |
| Fiscal Year End | April |
Eagle Mlp Strategy [EGLIX] is traded in USA and was established 18th of January 2025. Eagle Mlp is listed under Eagle MLP category by Fama And French industry classification. The fund is listed under Energy Limited Partnership category and is part of Eagle MLP family. This fund currently has accumulated 88.41 M in assets under management (AUM) with minimum initial investment of 100 K. Eagle Mlp Strategy is currently producing year-to-date (YTD) return of 2.78% with the current yeild of 0.04%, while the total return for the last 3 years was 29.18%.
Check Eagle Mlp Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Eagle Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Eagle Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Eagle Mlp Strategy Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Eagle Mlp Strategy Mutual Fund Constituents
| AMJ | JPMorgan | Etf | Energy Limited Partnership | |
| LNG | Cheniere Energy | Stock | Energy | |
| WMB | Williams Companies | Stock | Energy | |
| WES | Western Midstream Partners | Stock | Energy | |
| TRGP | Targa Resources | Stock | Energy | |
| PAGP | Plains GP Holdings | Stock | Energy | |
| OKE | ONEOK Inc | Stock | Energy | |
| NEE | Nextera Energy | Stock | Utilities |
Eagle Mlp Strategy Risk Profiles
| Mean Deviation | 0.8725 | |||
| Semi Deviation | 0.994 | |||
| Standard Deviation | 1.14 | |||
| Variance | 1.31 |
Eagle Mlp Against Markets
Other Information on Investing in Eagle Mutual Fund
Eagle Mlp financial ratios help investors to determine whether Eagle Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eagle with respect to the benefits of owning Eagle Mlp security.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |