The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers. The strategy changed its peer group last August, moving from the Energy Limited Partnership category to the Equity Energy Morningstar Category.
Cohen & Steers Future of Energy I MLOIX Fund Analysis
Morningstar’s Analysis MLOIX
Will MLOIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar