EGLIX Mutual Fund

EGLIX Mutual Fund

NAV$13.40
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Fund Essentials - as of Apr 30, 2026

Net Assets
$191M
Expense Ratio
1.41%
Dividend Yield (Current)
4.23%
Holdings
22
Inception Date
Sep 14, 2012
Fund Family
Eagle MLP Strategy Fund
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+29.50%
1 Year+29.14%
3 Year+26.39%
5 Year+26.39%
10 Year+12.11%

Asset Allocation

Stocks: 100.04%
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Top Holdings

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TickerNameWeight
TRP:CATc Energy Corp4.06%
Top 10 Concentration: 4.06%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
4.23%
Frequency
Quarterly
Latest Distribution
$0.08
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

EGLIX Mutual Fund Overview

EGLIX Mutual Fund (Eagle Energy Infrastructure Fund Class I) is managed by Eagle MLP Strategy Fund with $191.0M in net assets. EGLIX expense ratio is 1.41%, holding 22 positions across sectors including Energy. Inception date: 2012-09-14.

EGLIX performance shows a YTD return of 29.50%. The 1-year return is 29.14% and the 5-year return is 26.39%. EGLIX dividend yield stands at 4.23%, paid quarterly.

EGLIX top holdings include Tc Energy Corp (4.1%). Go to all EGLIX holdings, EGLIX sectors, or EGLIX dividends.

EGLIX can be compared against other funds. Use EGLIX overlap to find shared positions, or EGLIX vs another fund for a side-by-side view. EGLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.