Morningstar

Westwood Salient MLP & Engy Infras Inst SMLPX

Morningstar Medalist Rating
Medalist Rating as of | See Westwood Investment Hub
  • NAV / 1-Day Return 9.66  /  +0.84 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Energy Limited Partnership
  • Investment Style Mid Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 4.85%
  • Turnover 91%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:28 PM GMT+0

Morningstar’s Analysis SMLPX

Will SMLPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMLPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SMLPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SMLPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Westwood Salient MLP& Engy Infras Inst to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings SMLPX

More SMLPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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