MLPTX

ActiveMin. $100K

Invesco SteelPath MLP Select 40 Fund

Category: US Equity (9,528 funds)

Expense Ratio
6.34%
Annual Cost per $10K
$634.00
30-Year Fee Drag per $10K
$63,941
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $100K
Trailing 12-Month
+16.07%

Asset Allocation

US Equity
99%

Fee Comparison

MLPTX
6.34%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

498% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+75.74%3Y
Compare to

Fee Impact Calculator

$
%
MLPTX at 6.34%$60,908
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$319,704
Cost vs index fund−$316,516

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
MLPTXInvesco SteelPath MLP Select 40 Fund6.34%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
QCGRFXCollege Retirement Equities Fund - Growth Account
VVIPXVoya VACS Index Series S Portfolio
OSPSXInvesco SteelPath MLP Select 40 Fund6.28%
CAPEXEaton Vance Tax-Managed Growth Fund 1.0
KCGVXKnights of Columbus Large Cap Growth Fund
PAUAXPIMCO All Asset All Authority Fund5.66%
KCVVXKnights of Columbus Large Cap Value Fund
VVIMXVoya VACS Index Series MC Portfolio
KCSVXKnights of Columbus Small Cap Equity Fund
KCXVXKnights of Columbus U.S. ALL CAP INDEX FUND
OAKMOakmark U.S. Large Cap ETF
OSPMXInvesco SteelPath MLP Income Fund4.57%
BUNRXUnrestricted Series
VVICXVoya VACS Index Series SC Portfolio
FHCLXSelect Health Care Portfolio
COHIXCoho Relative Value Equity Fund
FINHXFidelity Equity-Income Fund
KBWDInvesco KBW High Dividend Yield Financial ETF5.39%
LBOWHITEWOLF Publicly Listed Private Equity ETF6.71%
HYINWisdomTree Private Credit and Alternative Income Fund4.34%
AMRAXAMERICAN GROWTH FUND Series One4.63%
QCSTFXCollege Retirement Equities Fund - Stock Account
PAALXPIMCO All Asset Fund2.11%
ECFAXEaton Vance Floating-Rate Advantage Fund2.35%
MEGBXMFS Growth Fund1.58%
RICAXInvestment Co of America1.36%
CEFZRiverNorth Active Income ETF
LGRCXLoomis Sayles Growth Fund1.66%
RRBGXT. Rowe Price Blue Chip Growth Fund, Inc.1.21%
RTLCXTax-Managed U.S. Large Cap Fund1.91%
PCEFInvesco CEF Income Composite ETF2.71%
FRDTXFranklin Rising Dividends Fund1.58%
LSPAXLoCorr Spectrum Income Fund3.86%
FCEFFirst Trust Income Opportunities ETF3.69%
BWNYXGreater Western New York Series
FDYNXFranklin Dynatech Fund1.57%
MISEXMIDAS SPECIAL OPPORTUNITIES3.77%
BPTUXBaron Partners Fund1.99%
RRGSXT. Rowe Price Growth Stock Fund, Inc.1.16%
AMZAInfraCap MLP ETF2.75%
FACGXFidelity Advisor Growth Opportunities Fund1.49%
QCGLFXCollege Retirement Equities Fund - Global Equities Account
JDVFXDisciplined Value Fund1.71%
FNICXFidelity Advisor New Insights Fund1.65%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
PFFAVirtus InfraCap U.S. Preferred Stock ETF2.48%
HAGCXCarillon Eagle Mid Cap Growth Fund1.71%
ECBLXEaton Vance Floating-Rate Fund1.81%
OTRFXOnTrack Core Fund3.38%
ABPRXAB LARGE CAP GROWTH FUND INC1.22%
GTECXGateway Fund1.70%
MCBVXMFS Mid Cap Value Fund1.74%
MCTDXModern Capital Tactical Income Fund3.15%
PFTEXPFG Meeder Tactical Strategy Fund$1M min2.97%
RRMGXT. Rowe Price Mid-Cap Growth Fund, Inc.1.29%
PFTSXPFG Janus Henderson?? Tactical Income Strategy Fund$1M min3.02%
FRGSXFranklin Growth Fund1.54%
WFPCXAllspring Special Mid Cap Value Fund1.87%
EGFSXEdgewood Growth Fund1.25%
HGICXHARTFORD CORE EQUITY FUND1.45%
PMAQXMidCap Fund1.46%
TWUAXUltra Fund1.14%
RRTDXT. Rowe Price Retirement 2040 Fund1.10%
EPGCXFidelity Advisor Equity Growth Fund1.67%
CSECXCalvert Equity Fund1.65%
RSECXU.S. Strategic Equity Fund1.85%
HCMDXHCM Tactical Plus Fund1.98%
HDGRXTHE HARTFORD DIVIDEND AND GROWTH FUND1.34%
JHLVXFundamental Large Cap Core Fund1.77%
GSPQXGoldman Sachs U.S. Equity Dividend and Premium Fund1.76%
ACEFXABSOLUTE CEF OPPORTUNITIES$1M min4.43%
SSICXOcean Park Tactical Core Income Fund2.05%
HCMNXHCM Sector Plus Fund1.97%
ASPCXALGER SPECTRA FUND2.25%
FFECXNuveen Dividend Value Fund1.70%
TADCXTransamerica US Growth1.81%
ICAPInfrastructure Capital Equity Income ETF3.19%
NLSAXNeuberger Berman Long Short Fund1.68%
RRTRXT. Rowe Price Retirement 2045 Fund1.11%
RRTFXT. Rowe Price Retirement 2050 Fund1.13%
LMPLXClearBridge Large Cap Growth Fund1.33%
MLRMXNYLI Winslow Large Cap Growth Fund1.19%
TIBCXThornburg Investment Income Builder Fund1.93%
OSPAXInvesco SteelPath MLP Alpha Fund2.08%
TCRAXGrowth Fund1.14%
CPATXCounterpoint Tactical Income Fund2.25%
EAASXEaton Vance Atlanta Capital SMID-Cap Fund1.12%
PFDOXPFG Active Core Bond Strategy Fund2.66%
MFRBXMFS Research Fund1.52%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
OASGXOptimum Small-Mid Cap Growth Fund2.19%
DCCRXMacquarie Small Cap Core Fund1.31%
PLFMXLargeCap S&P 500 Index Fund1.29%
JSLGXMultimanager Lifestyle Growth Portfolio1.22%
PCUFXPGIM Jennison Utility Fund1.61%
TWQCXTransamerica Large Cap Value1.76%
PFSEXPFG JP Morgan Tactical Aggressive Strategy Fund$1M min2.35%
JENIXThe Jensen Quality Growth Fund Inc1.26%

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