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MLPI - ETF AI Analysis

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MLPI

NEOS MLP & Energy Infrastructure High Income ETF (MLPI)

Rating:68Neutral
Price Target:
MLPI, the NEOS MLP & Energy Infrastructure High Income ETF, earns a solid overall rating largely because many of its biggest positions—like Oneok and Targa Resources—combine strong financial performance, growth initiatives, and attractive dividends, which support both income and potential long-term returns. However, several key holdings such as Kinder Morgan, Pembina Pipeline, and Cheniere Energy face issues like high leverage, bearish technical trends, or revenue and cash flow challenges, which introduce risk and help explain why the fund’s rating is not higher. The main risk factor is the ETF’s concentration in energy infrastructure companies, where shared exposure to leverage, sector volatility, and momentum swings can impact the fund’s performance if conditions in the energy market worsen.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid momentum in its strategy.
High-Quality Energy Infrastructure Holdings
The top holdings are well-known energy infrastructure companies that have delivered strong year-to-date performance, helping support the fund’s returns.
Growing Asset Base
The fund manages a sizable amount of assets, which suggests healthy investor interest and can help with trading liquidity.
Negative Factors
Sector Concentration in Energy
Almost all of the ETF’s assets are in the energy sector, which increases risk if that industry faces a downturn.
Higher Expense Ratio
The fund’s fee is on the higher side for an ETF, which means more of the returns go toward costs instead of to investors.
Limited Diversification Outside North America
With nearly all exposure in the U.S. and Canada, the ETF offers little geographic diversification beyond North American markets.

MLPI vs. SPDR S&P 500 ETF (SPY)

MLPI Summary

MLPI is the NEOS MLP & Energy Infrastructure High Income ETF, focused on energy infrastructure and Master Limited Partnerships in North America rather than tracking a traditional index. It mainly holds companies that own pipelines and other assets that move oil and natural gas, such as Kinder Morgan and Enbridge. Investors might consider MLPI for diversification into the energy sector and the potential for high monthly income from its call-writing strategy. However, because it is heavily concentrated in energy companies, its value can go up and down with changes in energy prices and the broader market.
How much will it cost me?This ETF has an expense ratio of 0.68%, which means you’ll pay about $6.80 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed and uses options strategies to try to generate higher income.
What would affect this ETF?This ETF could benefit if North American energy demand stays strong, pipeline and infrastructure projects expand, and its call-writing strategy continues to generate steady income from holdings like Williams, Enbridge, and Kinder Morgan. On the other hand, it could be hurt by weaker oil and gas prices, stricter environmental rules, or higher interest rates that make its income less attractive compared with safer bonds, as well as any company-specific problems at its major pipeline and midstream holdings.

MLPI Top 10 Holdings

MLPI is essentially a North American energy highway play, with midstream giants like Enbridge and Williams setting a steady, income-focused tone. The real spark lately comes from faster-rising names such as Targa Resources, Oneok, and Cheniere, which have been powering ahead and giving the fund some growth flair. Kinder Morgan and Energy Transfer are more mixed, offering solid dividends but less excitement in the share price. With almost everything tied to pipelines and infrastructure, the ETF is highly concentrated in the energy patch, mostly in U.S. and Canadian operators.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Enbridge9.75%$80.52M$120.82B22.39%
69
Neutral
Williams Co9.11%$75.25M$85.77B18.28%
76
Outperform
TC Energy7.86%$64.93MC$94.61B42.21%
70
Outperform
Kinder Morgan6.37%$52.66M$70.92B12.83%
68
Neutral
Targa Resources5.61%$46.36M$56.81B61.25%
74
Outperform
Oneok5.60%$46.27M$56.71B8.48%
82
Outperform
Cheniere Energy5.02%$41.48M$54.19B9.40%
71
Outperform
Pembina Pipeline4.88%$40.33M$29.39B35.60%
70
Outperform
Energy Transfer4.71%$38.93M$69.51B12.20%
70
Outperform
Enterprise Products Partners4.71%$38.92M$83.66B23.01%
73
Outperform

MLPI Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
54.72
Negative
100DMA
54.22
Positive
200DMA
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MLPI, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 55.05, equal to the 50-day MA of 54.72, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MLPI.

MLPI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$830.82M0.68%
68
Neutral
$4.16B0.95%
65
Neutral
$505.75M0.69%
68
Neutral
$287.37M0.80%
68
Neutral
$96.75M0.85%
74
Outperform
$64.81M0.75%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MLPI
NEOS MLP & Energy Infrastructure High Income ETF
54.35
9.19
20.35%
EMLP
First Trust North American Energy Infrastructure Fund
UMI
USCF Midstream Energy Income Fund ETF
MDST
Westwood Salient Enhanced Midstream Income ETF
WEEI
Westwood Salient Enhanced Energy Income ETF
PIPE
Invesco SteelPath MLP & Energy Infrastructure ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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