Morningstar

Eagle Energy Infrastructure Fund Class A Shares EGLAX

Medalist Rating as of Aug 31, 2026 See Eagle MLP Investment Hub

Strategy

The investment seeks total return from income and capital appreciation. The fund seeks to achieve its objective by investing, under normal conditions, at least 80% of its assets (net assets plus borrowings for investment purposes) in energy infrastructure securities. It invests in notes of any maturity that are rated BBB- or higher by Standard & Poor’s Ratings Group or another nationally recognized statistical rating organization (“NRSRO”), or, if unrated, determined to be of similar credit quality. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EGLIX	Eagle Energy Infrastructure Fund Class I Shares	Institutional	Open			Sep 14, 2012	$248.54M	1.400%	High	$100,000	−$7.52M
EGLAX	Eagle Energy Infrastructure Fund Class A Shares	Front Load	Open			Sep 14, 2012	$16.60M	1.650%	High	$2,500	−$561,296.40
EGLCX	Eagle Energy Infrastructure Fund Class C Shares	Level Load	Open			Feb 21, 2013	$9.49M	2.400%	High	$2,500	−$332,794.06

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