Recurrent MLP & Energy Infrastructure FundRMLPX

MUTUAL FUNDRecurrent
Type
Mutual fund
Peer group
Global equity
Net assets
$1.6B
Expense ratio
1.13%
1-year return
+50.7%
3 years, a year
+30.3%
5 years, a year
+27.8%
Holdings
29

What it aims to do.

The Fund seeks total return including substantial current income from a portfolio of MLP and energy infrastructure investments.

Top 10 holdings.

Holding% of fund
CVE Cenovus Energy Inc8.33%
TRGP Targa Resources Corp7.27%
ET Energy Transfer Lp7.07%
OKE Oneok Inc6.39%
MUSA Murphy Usa Inc5.02%
KMI Kinder Morgan Inc5.01%
SUN Sunoco Lp4.90%
LNG Cheniere Energy Inc4.83%
EPD Enterprise Products Partners Lp4.75%
SU Suncor Energy Inc4.69%

More on RMLPX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.