About SMLPX
Westwood Salient MLP & Energy Infrastructure Fund is an open-end mutual fund focused on investments in the energy infrastructure sector, primarily targeting master limited partnerships (MLPs) and related companies. Its core objective is to maximize total return, combining both capital appreciation and income. The fund invests at least 80% of its net assets in securities of MLPs and energy infrastructure firms, which are vital to the transportation, storage, and processing of energy commodities such as natural gas, crude oil, and refined products. Its portfolio includes a diversified range of equity securities, such as common and preferred units, as well as general and limited partner interests, with a particular emphasis on midstream energy operators—companies responsible for pipelines and distribution networks. The fund employs a research-driven, bottom-up approach to stock selection, seeking stable cash flows and growth opportunities in both traditional and renewable energy infrastructure. With a non-diversified structure, it concentrates its exposure within this specialized industry, providing investors with targeted access to the strategic backbone of North America’s energy supply chain.
Fund Family Westwood
Category Energy Limited Partnership
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SMLPX
Share Class Institutional Shares
Index Index is not available on Lipper Database
SMLPX had a total return of 24.48% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.65%.
