Nasdaq - Delayed Quote • USD
Westwood Salient MLP & Engy Infras Inst (SMLPX)
At close: April 26 at 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 42.08% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SMLPX | Category Average | SMLPX | Category Average | SMLPX | Category Average | |
| Alpha | 11.41 | -0.17 | -1.74 | -0.19 | -6.86 | -0.08 |
| BETA | 0.81 | 0.02 | 1.18 | 0.02 | 1.27 | 0.01 |
| Mean Annual Return | 1.55 | 0.01 | 1 | 0 | 0.39 | 0 |
| R-squared | 46.15 | 0.67 | 57.14 | 0.62 | 52.62 | 0.47 |
| Standard Deviation | 19.76 | 0.39 | 27.68 | 0.32 | 25.79 | 0.26 |
| Sharpe Ratio | 0.79 | 0 | 0.36 | 0 | 0.12 | 0 |
| Treynor Ratio | 18.4 | -0 | 5.18 | -0 | -0.17 | 0.01 |
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