SRV

EMO: Very Strong Recent Performance, But Higher Risks Than Peers

The ClearBridge Energy Midstream Opportunity Fund offers a tax-advantaged way for investors to include midstream master limited partnerships in their retirement accounts. The fund's shares are up 111.32% over the past three years and has beaten the S&P 500 Index and its peers. It has a lower yield compared to its peers but has delivered strong price performance. The ClearBridge energy midstream opportunity fund has been outperforming its portfolio recently but is still a risk to investors.

Weekly Report: what happened at SRV last week (0415-0419)?

Weekly Report: what happened at SRV last week (0408-0412)?

KYN: Decent, But Maybe Not The Best Fund In The Sector

Kayne Anderson Energy Infrastructure Fund offers investors a way to add midstream master limited partnerships and corporations to their retirement accounts. Midstream companies provide stable cash flows and high yields. The fund has outperformed the S&P 500 Index and the Alerian MLP Index recently. Its current yield is higher than most individual midstream companies. Shares of the fund are up 14.46% since the last article was published.

NXG: It's Time To Trim This One

Infrastructure and renewable energy stocks have underperformed the S&P 500 in 2024. The NextGen Infrastructure Income Fund has outperformed its sector peers and has seen a narrowing of its discount to NAV. Activist investor Saba Capital has trimmed its position in the fund.

Weekly Report: what happened at SRV last week (0401-0405)?

Weekly Report: what happened at SRV last week (0325-0329)?

FEN: Impending ETF Conversion Makes This Fund A Good Short-Term Play

First Trust Energy Income and Growth Fund offers investors a way to add midstream partnerships to retirement accounts without tax complications. The fund's current yield of 7.43% is lower than some other options in the midstream energy space. Fund is converting into an ETF within the next month, which will erase the fund's discount. Fund has historically performed well and did not decline as much as other funds during the COVID-19 pandemic.