Best Performing MLP Closed End Funds in 2014

Find best performing MLP closed end funds in 2014. This energy sector CEF fund invests in master limited partnership (MLP) companies. Top funds are Salient Midstream & MLP Fund, Fid/Claymore MLP Opportunity.

Top Equity Energy Funds

One of the popular equity energy stock closed end funds is MLP CEF fund. MLP or master limited partnership fund invests in energy production or energy infrastructure companies. MLPs are tax-advantaged investments offering attractive cash flow potential. They are subjected to the risk of changing tax policies. Investing in MLP does involve risks related to concentrated ownership in the energy sector.

Whether you should invest in MLP fund, you need to do research. Find the top MLP fund below. These investment funds are managed actively by the fund manager(s). These best performing funds are sorted based on its performance for the past 1 year (up to January 26, 2014).

Best performing MLP closed end funds in 2014 are:
    Best Performing MLP Closed End Funds in 2014
  1. Salient Midstream & MLP Fund
  2. Kayne Anderson MLP Fund
  3. Fid/Claymore MLP Opportunity
  4. Kayne Anderson MidstreamEnergy
  5. Salient MLP & Energy Infra
  6. ClearBridge Energy MLP TR Fund
  7. Kayne Anderson Energy Dev Co
  8. Cushing MLP Total Return Fund
  9. ClearBridge Energy MLP Opps
  10. Tortoise Energy Capital
Updated on 1/25/20014

Salient Midstream & MLP Fund (SMM)

Salient Midstream and MLP FundManaged by Frank T. Gardner, III and Gregory A. Reid, Salient Midstream & MLP Fund utilizes its assets to purchase Midstream Companies and MLPs. The total net assets are $329 million. The current shares price is $24.02. This closed end fund has a total leverage ratio of 26.57%.

This best performing MLP closed end fund has a 1 year annualized return of 23.30%. The fund’s yield is 5.73%. The top 3 stocks are Enterprise Products Partners LP, Plains All American Pipeline LP, and Enbridge Energy Management LLC.

Kayne Anderson MLP Fund (KYN)

Kayne Anderson MLP Fund objective is to high total return through investment in energy related MLPs and other industrial transport companies. It has a high dividend yield of 6.25%. This top performing MLP closed end fund is popular among investors with $5.2 billion of assets. The expense ratio fee is 0.0%. The 52 week price range is between $32.02 and $40.22.

MoreAlerian MLP ETF (AMLP)

Morningstar has ranked this CEF fund with 5 stars and bronze rating. This MLP fund has returned 14.42% over the past 3 year and 27.99% over the past 5 year. The top 4 stocks are Enterprise Products Partners LP, MarkWest Energy Partners LP, Plains All American Pipeline LP, and Williams Partners LP.

Fid/Claymore MLP Opportunity Fund (FMO)

Fid Claymore MLP Opportunity FundRanked with 3 star rating, Fid/Claymore MLP Opportunity Fund invests mainly in MLP entities. Its total assets are $1.06 billion. The distribution rate is 6.49%. This fund is sponsored by Guggenheim Partners Asset Management Inc. Its annual expense fee is 2.06%. The fund performance for the past 3 years:
  • Year 2013: 24.98%
  • Year 2012: 8.80%
  • Year 2011: 6.25%
This best performing MLP closed end fund has 45 holdings. The top 3 stocks are Energy Transfer Equity LP, Enterprise Products Partners LP, and Buckeye Partners LP.

Fund Returns

NoFund NameTickerNAV PriceYieldMarket Cap1 Year Return %
1Salient Midstream & MLP FundSMM$25.51 5.73%$228M23.30%
2Kayne Anderson MLPKYN$34.40 6.25%$3,707M22.66%
3Fid/Claymore MLP OpportunityFMO$24.89 6.49%$839M14.06%
4Kayne Anderson MidstreamEnergyKMF$37.33 5.25%$757M13.72%
5Salient MLP & Energy InfraSMF$29.71 6.47%$204M12.73%
6ClearBridge Energy MLP TR FundCTR$22.98 6.01%$833M12.43%
7Kayne Anderson Energy Dev CoKED$29.97 6.62%$286M11.90%
8Cushing MLP Total Return FundSRV$6.98 11.26%$265M11.57%
9ClearBridge Energy MLP OppsEMO$23.92 6.06%$699M11.02%
10Tortoise Energy CapitalTYY$32.49 5.40%$637M10.04%
11ClearBridge Energy MLPCEM$26.77 6.13%$1,764M9.70%
12Tortoise Energy Independence FNDP$26.42 7.18%$352M8.45%
13Tortoise MLP FundNTG$27.50 6.18%$1,286M8.07%
14Tortoise Energy InfrastructureTYG$43.13 5.29%$1,248M7.65%
15Kayne Anderson Energy TRKYE$29.42 7.13%$962M6.51%
16Nuveen Energy MLP Total ReturnJMF$20.17 6.67%$743M5.60%
17Tortoise North American EnergyTYN$28.92 5.81%$174M4.54%
18First Trust Energy Inc&GrowthFEN$32.80 6.69%$522M1.79%
19First Trust MLP and Energy IncFEI$20.64 6.79%$794M0.53%


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