About SMRPX
Westwood Salient MLP & Energy Infrastructure Fund Ultra is a mutual fund dedicated to maximizing total return through a combination of capital appreciation and income. The fund predominantly invests at least 80% of its assets in master limited partnerships (MLPs) and companies that own or operate energy infrastructure. This includes firms involved in activities such as transporting, storing, processing, and marketing natural gas, crude oil, refined products, and increasingly, renewable energy sources like wind, solar, and hydrogen. The fund accesses equity securities across a range of MLP structures—such as common and preferred units—as well as shares in energy infrastructure companies of all market capitalizations. Portfolio selections are driven by bottom-up research, emphasizing cash flow stability, growth prospects, and commodity price sensitivity. The concentrated, non-diversified approach often leads to a sizable allocation among top holdings in major North American midstream operators. Westwood Salient MLP & Energy Infrastructure Fund Ultra plays a specialized role in the financial market, offering targeted exposure to the vital infrastructure supporting energy production, distribution, and transition, with a focus on income generation and long-term capital growth.
Fund Family Westwood
Category Energy Limited Partnership
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SMRPX
Share Class Ultra Fund
Index Index is not available on Lipper Database
SMRPX had a total return of 16.77% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.20%.
