About MLPGX
The Invesco SteelPath MLP Alpha Fund Class C is an actively managed mutual fund specializing in investments within the U.S. energy infrastructure sector, with a primary focus on midstream Master Limited Partnerships (MLPs). The fund aims to deliver total return by allocating at least 80% of its net assets to MLP issuers engaged in the transportation, storage, processing, refining, marketing, exploration, production, and mining of minerals and natural resources. This fund is characterized by its concentration in midstream energy companies, as reflected in its largest holdings, which include entities such as Energy Transfer, MPLX, Targa Resources, and Enterprise Products Partners. The Invesco SteelPath MLP Alpha Fund Class C plays a significant role for investors seeking exposure to energy infrastructure, particularly focused on income generation and capital appreciation through entities that often provide essential services in the energy supply chain. As a non-diversified fund, it is more susceptible to risks associated with holding a limited number of issuers, and it employs both fundamental and quantitative analysis in its investment approach.
Fund Family Invesco
Category Energy Limited Partnership
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MLPGX
Share Class Class C
Index S&P 500 TR
MLPGX had a total return of 25.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.95%.
