Eagle MLP Strategy Fund (EGLIX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EGLIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EGLIX
EGLIX charges 1.40% annually. There are 70 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.80B | Oct 2004 | EGLIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | EGLIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | EGLIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | EGLIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | EGLIX vs PRNEX |
Best Risk-Adjusted Alternatives to EGLIX
EGLIX has a PortfoliosLab risk / return rank of 83. There are 12 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | EGLIX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 93 | — | May 2007 | EGLIX vs RSNYX | |
| Victory Global Energy Transition Fund | 93 | — | Nov 1995 | EGLIX vs RSNRX | |
| EIP Growth and Income Fund (NEW) | 90 | — | Aug 2006 | EGLIX vs EIPIX | |
| Delaware Ivy Energy Fund | 89 | — | Apr 2006 | EGLIX vs IEYYX |
Top Performing EGLIX Alternatives (YTD)
EGLIX is at 30.74% YTD. There are 7 mutual funds in the Energy Equities category with higher YTD returns, going as high as 57.87%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 57.87% | — | Jun 2006 | EGLIX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 38.52% | — | Aug 2007 | EGLIX vs SRV | |
| Recurrent MLP & Infrastructure Fund | 37.41% | — | Nov 2017 | EGLIX vs RMLPX | |
| Rydex Energy Services Fund | 36.01% | — | Mar 1998 | EGLIX vs RYVIX | |
| Catalyst Energy Infrastructure Fund | 35.77% | — | Dec 2014 | EGLIX vs MLXIX |
Lowest Volatility Alternatives to EGLIX
EGLIX has 15.18% 1-year volatility. There are 41 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | EGLIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | EGLIX vs SBMBX | |
| JHancock Infrastructure Fund | 10.05% | — | Dec 2013 | EGLIX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.10% | — | May 2004 | EGLIX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.18% | — | Jan 2018 | EGLIX vs DHIVX |
Lowest Drawdown Alternatives to EGLIX
EGLIX has a 1-year max drawdown of -7.20%. There are 29 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | EGLIX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | EGLIX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | EGLIX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | EGLIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | EGLIX vs SBMBX |
Often Compared With EGLIX
Investors most often compare EGLIX with EMOIX, BRK-B, MPLX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare EGLIX with Any Fund or Stock
Compare EGLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EGLIX with funds that move differently
Eagle MLP Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EGLIX.
Explore EGLIX Diversifiers