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 69 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% | 12.70B | Oct 2004 | EGLIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.60B | Nov 2001 | EGLIX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | 7.60B | 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 53. There are 41 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 | 97 | — | May 2007 | EGLIX vs RSNYX | |
| Victory Global Energy Transition Fund | 97 | — | Nov 1995 | EGLIX vs RSNRX | |
| Delaware Ivy Energy Fund | 96 | — | Apr 2006 | EGLIX vs IEYYX | |
| GMO Resources Fund | 96 | — | Dec 2011 | EGLIX vs GOFIX |
Top Performing EGLIX Alternatives (YTD)
EGLIX is at 26.29% YTD. There are 23 mutual funds in the Energy Equities category with higher YTD returns, going as high as 81.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 81.75% | — | Jun 2006 | EGLIX vs OEPIX | |
| Rydex Energy Services Fund | 50.22% | — | Mar 1998 | EGLIX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 38.94% | — | May 2007 | EGLIX vs RSNYX | |
| Victory Global Energy Transition Fund | 38.76% | — | Nov 1995 | EGLIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 36.18% | — | Dec 2013 | EGLIX vs MLOZX |
Lowest Volatility Alternatives to EGLIX
EGLIX has 15.04% 1-year volatility. There are 42 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 8.08%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 8.08% | — | Dec 2016 | EGLIX vs PAXDX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.68% | — | May 2004 | EGLIX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.79% | — | Jan 2018 | EGLIX vs DHIVX | |
| JHancock Infrastructure Fund | 9.88% | — | Dec 2013 | EGLIX vs JEEIX | |
| Russell Investments Global Infrastructure Fund | 10.03% | — | Sep 2010 | EGLIX vs RGIYX |
Lowest Drawdown Alternatives to EGLIX
EGLIX has a 1-year max drawdown of -7.20%. There are 41 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.37%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Centre Global Infrastructure Fund | -4.37% | — | Jan 2018 | EGLIX vs DHIVX | |
| 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 | |
| Delaware Ivy Energy Fund | -4.55% | — | Apr 2006 | EGLIX vs IEYYX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | EGLIX vs MLOZX |
Often Compared With EGLIX
Investors most often compare EGLIX with EMOIX, BRK-B, MPLX. These 19 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