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Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund Ranking and Research
Ranking, Research and Recommendation of Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund
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Last Trade: $8.77 on 9/25/2017, Change: +0.19 (2.21%)
Fund Manager - Brian D. Watson
Fund Manager Information
Fund Manager Tenure: 7.5 yearsSimilar Funds: MLPAX MLPDX MLPFX MLPTX MLPYX MLPZX
Fund Family: OppenheimerFunds
Fund Category: Energy Limited Partnership
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76) (What does this score mean?)
Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) Profile
Fund Profile and Description
Oppenheimer SteelPath MLP Alpha Y Fund seeks to provide investors with a concentrated portfolio of energy infrastructure Master Limited Partnerships which the advisor believes will provide substantial long-term capital appreciation through distribution growth and an attractive level of current income. Oppenheimer SteelPath MLP Alpha Y Fund invests in a concentrated portfolio of twenty (20) MLPs. It invests at least 90% of net assets in the equity securities of twenty Midstream MLPs. Oppenheimer SteelPath MLP Alpha Y Fund is non-diversified.
What we like about Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund
Data for Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) as of May 30, 2016
- Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) management has been with Oppenheimer SteelPath MLP Alpha Y Fund for 7.5 years
- Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) has good short-term performance (1-year return -18.28% vs -28.09% Energy Limited Partnership category median performance)
- Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) has good mid-term performance (3-year return -1.71% vs -3.92% Energy Limited Partnership category median performance)
- Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) has good Long-term performance (5-year return 3.45% vs 2.70% Energy Limited Partnership category median performance)
- Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) ratio of up-years vs down years is greater than 2
- Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) has a Morningstar rating of 4 and above
- Asset base in Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) has an annual stock turnover rate of 36.00% vs Energy Limited Partnership average of 48.92%. It is good that Oppenheimer SteelPath MLP Alpha Y management does not trade extensively for its return.
- Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.67, lower than category average of 20.78
- Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) has a lower expense ratio than its Energy Limited Partnership average: 1.27% vs 1.65%
- Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund
Data for Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) as of May 30, 2016
What do you think?
Compare with other top Energy Limited Partnership category mutual funds
Aadditional top Energy Limited Partnership mutual funds for your consideration
| Fund | Year to Date | 1 Year | 3 year | 5 year | |
| Oppenheimer SteelPath MLP Alpha Y | 9.92 | -18.28 | -1.71 | 3.45 |
See top fund managers for Energy Limited Partnership Category Funds
Compare with Energy Limited Partnership category ETFs
Some Energy Limited Partnership ETFs for your consideration
| ETF | Year to Date | One Year | Three Year | Alerian MLP ETF (AMLP) | 7.07% | -18.63% | -4.18% |
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Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund Net Asset
Track net asset change of Oppenheimer SteelPath MLP Alpha Y fund (MLPOX)
| Date | Net Asset |
| 05/2016 | $3.45B |
| 03/2016 | $2.94B |
| 02/2016 | $2.69B |
Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund Portfolio Allocation
Track portfolio allocation change of Oppenheimer SteelPath MLP Alpha Y fund (MLPOX)
| Date | Cash | Stock | Bond | Other |
| 03/2016 | 0% | 92.1% | 0% | 7.9% |
| 12/2015 | 0% | 91.74% | 0% | 8.26% |
| 09/2015 | 0.99% | 93.11% | 0% | 5.9% |
Top 10 Holdings in Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund
Discover what Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX) manager is buying
Click here for Stock Holding Change Map in Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX)
Latest News on Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund
See what is happening with Oppenheimer SteelPath MLP Alpha Y Fund (MLPOX)
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See more information on Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund
Popular pages on Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund
- Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund Research and Recommendation
- Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund Performance Data
- Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund Manager Information
- Historic Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund Asset Allocation Report
- Historic Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund Top 10 Holding Tracking
- Historic Oppenheimer SteelPath MLP Alpha Y (MLPOX) Fund Asset Under Management Tracking
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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.
