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Neos FundsEnergy Limited PartnershipMLPI · Cboe BZX

NEOS MLP & Energy Infrastructure High Income ETF (MLPI)

Price
$53.99
11 Sept 2026
Assets
$919.3M
Total net assets
Expense ratio
0.68%
Category 1.57%
Yield
Trailing distributions
3Y CAGR
Category 24.4%
5Y CAGR
Category 22.1%
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NEOS MLP & Energy Infrastructure High Income ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+0.5%-0.4%+3.9%+18.7%+21.0%
Energy Limited Partnership average1.3%5.2%8.5%27.3%28.4%24.4%22.1%9.6%10.9%
Difference-0.9%-5.6%-4.6%-8.5%+10.0%

Holdings

The 10 largest positions make up 62.8% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
WMBWilliams Companies Inc9.59%
ENB.TOEnbridge Inc8.78%
TRP.TOTC Energy Corp6.91%
KMIKinder Morgan Inc Class P6.29%
TRGPTarga Resources Corp6.01%
OKEONEOK Inc5.77%
LNGCheniere Energy Inc5.55%
ETEnergy Transfer LP4.84%
EPDEnterprise Products Partners LP4.52%
PPL.TOPembina Pipeline Corp4.52%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
19.0
P/B
3.3
P/S
1.5
P/CF
9.2

Sector allocation

Share of the equity the fund holds.

96.1%Energy2 sectors
  1. Energy96.1%
  2. Utilities3.9%

Asset mix

  • Stocks98.7%
  • Cash1.2%
  • Other0.1%

ETF details

Issuer
Neos Funds
Category
Equity · Energy Limited Partnership
Ticker
MLPI
Exchange
Cboe BZX
Inception
17 Dec 2025 (0.7 years)
Structure
Exchange Traded Fund
Expense ratio
0.68% (category 1.57%)
Holdings turnover
0% (category 36%)
Distribution yield
Beta, 3 years
0.00
Total net assets
$919.3M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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