Skip to Content
Morningstar

FT Energy Income Partners Strategy ETF EIPX

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis EIPX

Will EIPX 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 EIPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EIPX 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 EIPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in FT Energy Income Partners Strategy ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EIPX

More EIPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Enterprise Products Partners LP

6.74 20.0 Mil
Energy

TotalEnergies SE ADR

5.72 16.9 Mil
Energy

Energy Transfer LP

5.01 14.9 Mil
Energy

Shell PLC ADR (Representing - Ordinary Shares)

4.85 14.4 Mil
Energy

Morgan Stanley Instl Lqudty Trs Instl

4.26 12.6 Mil
Cash and Equivalents

BP PLC ADR

3.98 11.8 Mil
Energy

Exxon Mobil Corp

3.68 10.9 Mil
Energy

Plains GP Holdings LP Class A

3.64 10.8 Mil
Energy

MPLX LP Partnership Units

3.45 10.2 Mil
Energy

Imperial Oil Ltd

3.06 9.1 Mil
Energy