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Morningstar

Invesco SteelPath MLP Income Y MLPZX

Morningstar Analyst Rating
Quantitative rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 5.13  /  0.33 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.140%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Energy Limited Partnership
  • Investment Style Small Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 7.98%
  • Turnover 22%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis MLPZX

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

People Pillar

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

Summary

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Invesco SteelPath MLP Income Y's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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