EGLIX Alternatives & Similar Mutual Funds

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
VENAX	Vanguard Energy Index Fund Admiral Shares	0.10%	11.80B	Oct 2004	EGLIX vs VENAX
VGELX	Vanguard Energy Fund Admiral Shares	0.33%	7.10B	Nov 2001	EGLIX vs VGELX
VGENX	Vanguard Energy Opportunities Fund Investor Shares	0.45%	7.10B	May 1984	EGLIX vs VGENX
FMGIX	Frontier MFG Core Infrastructure Fund	0.50%	—	Jan 2012	EGLIX vs FMGIX
PRNEX	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 63. There are 23 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
RSNYX	Victory Global Energy Transition Fund Class Y	96	—	May 2007	EGLIX vs RSNYX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	96	—	Dec 2013	EGLIX vs MLOZX
RSNRX	Victory Global Energy Transition Fund	96	—	Nov 1995	EGLIX vs RSNRX
IEYYX	Delaware Ivy Energy Fund	91	—	Apr 2006	EGLIX vs IEYYX
GOFIX	GMO Resources Fund	84	—	Dec 2011	EGLIX vs GOFIX

Top Performing EGLIX Alternatives (YTD)

EGLIX is at 28.17% YTD. There are 8 mutual funds in the Energy Equities category with higher YTD returns, going as high as 59.50%.

Symbol	Name	YTD Return	AUM	Inception
OEPIX	Oil Equipment & Services UltraSector ProFund	59.50%	—	Jun 2006	EGLIX vs OEPIX
RYVIX	Rydex Energy Services Fund	36.38%	—	Mar 1998	EGLIX vs RYVIX
SRV	NXG Cushing® Midstream Energy Fund	34.33%	—	Aug 2007	EGLIX vs SRV
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	32.43%	—	Dec 2013	EGLIX vs MLOZX
RSNYX	Victory Global Energy Transition Fund Class Y	31.62%	—	May 2007	EGLIX vs RSNYX

Lowest Volatility Alternatives to EGLIX

EGLIX has 15.01% 1-year volatility. There are 41 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.94%.

Symbol	Name	Volatility 1Y	AUM	Inception
PAXDX	Pax Global Sustainable Infrastructure Fund	7.94%	—	Dec 2016	EGLIX vs PAXDX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	9.87%	—	May 2004	EGLIX vs CSUIX
JEEIX	JHancock Infrastructure Fund	9.90%	—	Dec 2013	EGLIX vs JEEIX
DHIVX	Centre Global Infrastructure Fund	9.94%	—	Jan 2018	EGLIX vs DHIVX
EIPIX	EIP Growth and Income Fund (NEW)	10.01%	—	Aug 2006	EGLIX vs EIPIX

Lowest Drawdown Alternatives to EGLIX

EGLIX has a 1-year max drawdown of -7.20%. There are 30 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
PAXDX	Pax Global Sustainable Infrastructure Fund	-4.49%	—	Dec 2016	EGLIX vs PAXDX
EIPIX	EIP Growth and Income Fund (NEW)	-4.51%	—	Aug 2006	EGLIX vs EIPIX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	-4.71%	—	Dec 2013	EGLIX vs MLOZX
DHIVX	Centre Global Infrastructure Fund	-5.29%	—	Jan 2018	EGLIX vs DHIVX
GGINX	Goldman Sachs Global Infrastructure Fund	-5.59%	—	Jun 2016	EGLIX vs GGINX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EMOIX	Eaton Vance Municipal Opportunities Fund	Municipal Bonds	80	2.17%	—	May 2011	EGLIX vs EMOIX
BRK-B	Berkshire Hathaway Inc.		40	-1.56%	—	—	EGLIX vs BRK-B
MPLX	MPLX LP		73	9.52%	—	—	EGLIX vs MPLX
PSPFX	U.S. Global Investors Global Resources Fund	Energy Equities	53	-1.36%	—	Aug 1983	EGLIX vs PSPFX
GAGEX	Guinness Atkinson Global Energy Fund	Energy Equities	56	24.17%	—	Jun 2004	EGLIX vs GAGEX
FSTEX	Invesco Energy Fund	Energy Equities	34	21.72%	—	Jan 1984	EGLIX vs FSTEX
AVALX	Aegis Value Fund	Small Cap Value Equities	88	12.78%	—	May 1998	EGLIX vs AVALX
BGLYX	Brookfield Global Listed Infrastructure Fund	Energy Equities	40	10.14%	—	Nov 2011	EGLIX vs BGLYX
IGNAX	Delaware Ivy Natural Resources Fund	Energy Equities	73	10.61%	—	Jan 1997	EGLIX vs IGNAX
RYEIX	Rydex Energy Fund	Energy Equities	55	25.82%	—	Apr 1998	EGLIX vs RYEIX
GRHIX	Goehring & Rozencwajg Resources Fund	Energy Equities	34	4.89%	—	Dec 2016	EGLIX vs GRHIX
FSENX	Fidelity Select Energy Portfolio	Energy Equities	51	27.39%	—	Jul 1981	EGLIX vs FSENX
RGIYX	Russell Investments Global Infrastructure Fund	Energy Equities	46	9.74%	—	Sep 2010	EGLIX vs RGIYX
PGJZX	PGIM Jennison Global Infrastructure Fund	Energy Equities	39	9.88%	—	Sep 2013	EGLIX vs PGJZX
FNARX	Fidelity Natural Resources Fund	Energy Equities	50	16.09%	—	Mar 1997	EGLIX vs FNARX
AIFRX	abrdn Global Infrastructure Fund	Energy Equities	68	12.34%	—	Nov 2008	EGLIX vs AIFRX
FGIYX	Nuveen Global Infrastructure Fund	Energy Equities	51	12.38%	—	Dec 2007	EGLIX vs FGIYX
APWEX	Cavanal Hill World Energy Fund	Energy Equities	59	24.61%	—	Feb 2014	EGLIX vs APWEX
FRNRX	Franklin Natural Resources Fund	Energy Equities	83	16.89%	—	Jun 1995	EGLIX vs FRNRX
RMLPX	Recurrent MLP & Infrastructure Fund	Energy Equities	74	29.78%	—	Nov 2017	EGLIX vs RMLPX

Compare EGLIX with Any Fund or Stock

Compare EGLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Eagle MLP Strategy Fund (EGLIX) Alternatives