Nasdaq - Delayed Quote USD

Westwood Salient MLP & Engy Infras Inst (SMLPX)

8.78 +0.03 (+0.34%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 13.62%
5y Average Return 8.93%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 42.08%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 42.08%
Worst 3Y Total Return -9.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SMLPX
Category
YTD
11.42%
38.02%
1-Month
7.09%
4.39%
3-Month
11.42%
17.34%
1-Year
27.04%
54.67%
3-Year
17.95%
0.06%
5-Year
8.28%
0.07%
10-Year
1.26%
1.70%
Last Bull Market
49.94%
11.80%
Last Bear Market
-11.32%
-7.14%

Annual Total Return (%) History

Year
SMLPX
Category
2024
--
--
2023
14.12%
--
2022
17.22%
--
2021
24.11%
--
2020
-17.32%
-23.34%
2019
16.33%
13.05%
2018
-18.10%
-16.32%
2017
-6.77%
-5.78%

2016
42.08%
27.30%
2015
-43.95%
-34.98%
2014
8.56%
7.46%
2013
33.46%
22.57%
2012
--
4.29%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.42% -- -- --
2023 0.09% 5.25% 2.60% 5.58%
2022 19.53% -11.32% 1.04% 9.44%
2021 12.72% 13.61% -1.97% -1.14%
2020 -42.31% 29.12% -10.81% 24.43%
2019 19.56% -1.48% -3.81% 2.67%
2018 -14.60% 13.82% 2.25% -17.59%
2017 0.26% -7.63% 1.10% -0.42%
2016 -4.69% 27.10% 12.40% 4.35%
2015 0.98% -2.79% -30.57% -17.77%

2014 3.64% 19.91% 0.19% -12.81%
2013 16.84% 1.13% 0.73% 12.13%
2012 0.86% -- -- --

Rank in Category (By Total Return)

YTD 62
1-Month 36
3-Month 62
1-Year 68
3-Year 84
5-Year 67

Load Adjusted Returns

1-Year 27.04%
3-Year 17.95%
5-Year 8.28%
10-Year 1.26%

Performance & Risk

YTD Return 13.62%
5y Average Return 8.93%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category Energy Limited Partnership
Fund Family Westwood
Net Assets 965.42M
YTD Return 11.42%
Yield 5.64%
Morningstar Rating
Inception Date Sep 19, 2012

Fund Summary

The fund normally seeks to achieve its investment objective by investing at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of MLPs and Energy Infrastructure Companies. It invests in equity securities such as common units, preferred units, subordinated units, general partner interests, common shares and preferred shares in MLPs and Energy Infrastructure Companies. The fund is non-diversified.

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