As of 03/31/2018
MLPs have been a source of income for investors. MLPs may receive favorable tax treatment of distributions to investors.
Asset classes above are represented by the following indices:
Data from Bloomberg and Alerian as of 03/31/2018.
Provides investors with unbiased and comprehensive benchmarks for the MLP asset class. The Series is used for the purposes of asset allocation, investment analysis, portfolio hedging, and the creation of index tracking funds. Investments in MLPs involve risks different from those of investing in common stock, including limited control and voting rights, conflicts of interest, cash flow and dilution risks. MLPs are generally considered interest-rate sensitive investments and during periods of interest rate volatility, these investments may not provide attractive returns.
A stock index tracking fifteen large, American utility companies. Utility companies borrow more than most companies and thus benefit from low interest rates. Because of this, a downturn on the DJUA is considered a predictor signaling an expected rise in interest rates. Investments focused in the energy sector are subject to risks specific to the industry they serve, including, but not limited to: price fluctuations, reduced volumes, depletion, rising interest rates and extreme weather conditions.
A broad base index, maintained by Barclays Capital, and is often used to represent investment grade bonds being traded in United States. The value of the Fund's investments in fixed income securities will fluctuate with changes in the interest rates, which is typically an inverse relationship.
The Alerian MLP Index performance results shown above are not indicative of the performance of the Eagle MLP Stategy Fund. As it is not possible to invest in the indices, the data shown does not reflect or compare features of an actual investment, such as its objectives, costs and expenses, liquidity, safety, guarantees or insurance, fluctuation of principal or return, or tax features.