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