Nasdaq - Delayed Quote USD

Virtus Duff & Phelps Sel MLP & Engy I (VLPIX)

15.07 +0.12 (+0.80%)
At close: August 30 at 8:00 PM EDT
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DELL
  • Previous Close 14.95
  • YTD Return 21.84%
  • Expense Ratio 1.15%
  • Category Energy Limited Partnership
  • Last Cap Gain -280.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 37.56M
  • Beta (5Y Monthly) 0.72
  • Yield 2.97%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.18
  • Inception Date Sep 9, 2015

Under normal circumstances, the fund invests at least 80% of its assets in securities of master limited partnerships ("MLPs") and/or other equity securities in energy and energy-related industries. Its allocation to ETNs and/or structured notes will vary over time, has generally been in the 0-3% range, and will not exceed 10% of assets. The fund is non-diversified.

Virtus

Fund Family

Energy Limited Partnership

Fund Category

37.56M

Net Assets

2015-09-09

Inception Date

Performance Overview: VLPIX

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Trailing returns as of 8/30/2024. Category is Energy Limited Partnership.

YTD Return

VLPIX
21.84%
Category
38.02%
?

1-Year Return

VLPIX
27.80%
Category
54.67%
?

3-Year Return

VLPIX
24.30%
Category
0.06%
?

5-Year Return

VLPIX
15.17%
Category
0.07%
?

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Holdings: VLPIX

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Top 10 Holdings (62.71% of Total Assets)

SymbolCompany% Assets
LNG
Cheniere Energy, Inc. 11.67%
TRGP
Targa Resources Corp. 9.74%
OKE
ONEOK, Inc. 7.92%
WMB
The Williams Companies, Inc. 5.73%
MPLX
MPLX LP 5.58%
ET
Energy Transfer LP 4.72%
PAGP
Plains GP Holdings, L.P. 4.70%
PPL.TO
Pembina Pipeline Corporation 4.31%
EPD
Enterprise Products Partners L.P. 4.24%
SRE
Sempra 4.09%

Sector Weightings

Recent News: VLPIX

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Research Reports: VLPIX

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