Fund Commentary

On a quarterly basis, we provide an overview of the macro factors impacting the MLP space as well as a review of each of our mutual funds offerings including sector, holdings and performance information.

 

Quarterly Commentaries

Fourth Quarter 2013 Alpha Review


Fourth Quarter 2013 Income Review


Fourth Quarter 2013 Select 40 Review


Fourth Quarter 2013 Alpha Plus Review


 

The Alerian MLP Index (AMZ) is a composite of the 50 most prominent energy Master Limited Partnerships that provides investors with an unbiased, comprehensive benchmark for this emerging asset class. The index, which is calculated using a float‐adjusted, capitalization‐weighted methodology, is disseminated real‐time on a price‐return basis. Performance information provided for the Alerian MLP Index is not indicative of the performance of the Oppenheimer SteelPath Funds. The Lipper Equity Income Funds Index is composed of funds that invest at least 65% of their portfolio in dividend paying equity securities. The S&P 500 Index is an unmanaged capitalization‐weighted index (weighted by the market value of the companies) of 500 stocks listed on various exchanges. The performance data quoted represents past performance. It is not possible to invest directly in an index.