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EMLPFirst Trust North American Energy Infrastructure Fund

Get income14y track recordRanked #617 of 1,650 in this goal

Seeks total return.

By First Trust · Launched 2012

Annual Cost

0.95%

#4,877 of 5,853 · expensive

Fund Size

$4.1B

#496 of 5,853 · large

Dividend YieldGoal

2.79%

Track Record

14 years

#999 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,636+16.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Sector

Energy

Focus

Real Assets

What it actually holds

By weight

Concentration

Top 10 holdings = 44.1% of fundmoderately concentrated

ENERGY TRANSFER LP
7.5%
ENTERPRISE PRODUCTS PARTNERS LP
7.2%
MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS
7.0%
MPLX LP
4.0%
PLAINS GP HOLDINGS LP
3.9%
KINDER MORGAN INC
3.7%
NATIONAL FUEL GAS COMPANY
3.2%
SOUTHERN COMPANY (THE)
2.7%
PPL CORP
2.5%
ENTERGY CORP
2.4%

Asset allocation

Stocks
95.1%
Cash
4.9%

By sector

Energy
47.2%
Utilities
47.1%
Industrials
5.1%
Basic Materials
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
10.4%Moderate

Year-on-year price swings

Max drawdown
-43.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.19Strong risk-adjusted returns
Sortino (3Y)
1.69Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return.
Strategy
Invests at least 80% of net assets in equity securities of energy infrastructure companies, primarily U.S. and Canadian natural gas and electric utilities, MLPs, and related firms. Focuses on current distributions and dividends, emphasizing non-cyclical assets with steady cash flows.
Inception date
June 20, 2012
Fund family
First Trust

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Data updated on 2026-08-02