MLPX - ETF AI Analysis
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Global X MLP & Energy Infrastructure ETF (MLPX)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, showing solid momentum in its strategy.
Leading Energy Infrastructure Holdings
Many of the top pipeline and energy infrastructure companies in the portfolio have shown strong or steady performance, helping support the fund’s returns.
Healthy Fund Size
With several billion dollars in assets, the ETF is well established, which can help with trading liquidity and long-term viability.
Negative Factors
Heavy Sector Concentration
The fund is overwhelmingly invested in the energy sector, so its performance is highly sensitive to swings in energy markets.
Top Holdings Dominate the Portfolio
A relatively small group of companies makes up a large share of the ETF, increasing the impact if any one of them runs into trouble.
Limited Geographic Diversification
Most of the ETF’s assets are in North American companies, offering little exposure to other regions that might perform differently.
MLPX vs. SPDR S&P 500 ETF (SPY)
AUM3.62B
RegionNorth America
Expense Ratio0.45%
Beta0.28
IssuerGlobal X
Inception DateAug 06, 2013
Dividend Yield4.09%
Asset ClassEquity
Index TrackedStuttgart Solactive MLP & Energy Infrastructure
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume506,851
30 Day Avg. Volume410,625
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
82.57Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering29
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MLPX Summary
The Global X MLP & Energy Infrastructure ETF (MLPX) tracks the Stuttgart Solactive MLP & Energy Infrastructure index and focuses on companies that own and operate energy pipelines and storage facilities, mainly in the U.S. and Canada. It holds well-known names like Enbridge and Kinder Morgan, which help move oil and natural gas across North America. Investors might consider MLPX for steady income and diversification, since these businesses often earn fees for transporting energy rather than producing it. A key risk is that it is heavily tied to the energy sector, so its value can rise or fall with energy prices and industry conditions.
How much will it cost me?The Global X MLP & Energy Infrastructure ETF (MLPX) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs because it focuses on a specialized niche within the energy sector, which may require more targeted management.
What would affect this ETF?MLPX could benefit from increasing energy demand and infrastructure development in North America, as well as the tax-advantaged structure of MLPs, which supports income generation for investors. However, the ETF may face challenges from fluctuating energy prices, regulatory changes in the energy sector, or economic slowdowns that could impact infrastructure projects and energy consumption.
MLPX Top 10 Holdings
MLPX is essentially a bet on North American energy pipelines, with a tight cluster of names like TC Energy, Enbridge, and Williams steering the ship. Targa Resources and Cheniere Energy have been rising and give the fund some extra horsepower, while Kinder Morgan and Williams have seen more mixed, sometimes lagging, momentum that can act as a brake. Oneok and Energy Transfer add steady, income-focused ballast. With nearly all holdings tied to U.S. and Canadian midstream infrastructure, this ETF is firmly anchored in the energy transport story rather than broad global markets.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TC Energy | 9.18% | $340.56M | C$99.59B | 45.96% | 70 Outperform | |
| Enbridge | 8.96% | $332.49M | $124.04B | 24.02% | 69 Neutral | |
| Williams Co | 8.44% | $313.13M | $90.50B | 23.09% | 76 Outperform | |
| Kinder Morgan | 7.75% | $287.49M | $73.11B | 16.68% | 68 Neutral | |
| Oneok | 7.05% | $261.68M | $58.69B | 9.35% | 82 Outperform | |
| Targa Resources | 6.73% | $249.73M | $60.39B | 59.96% | 74 Outperform | |
| Cheniere Energy | 4.94% | $183.39M | $56.52B | 11.99% | 71 Outperform | |
| Pembina Pipeline | 4.67% | $173.28M | $29.83B | 35.59% | 70 Outperform | |
| MPLX | 4.66% | $172.99M | $59.51B | 14.45% | 81 Outperform | |
| Energy Transfer | 4.42% | $163.90M | $70.06B | 11.98% | 70 Outperform |
MLPX Technical Analysis
Negative
―
Price Trends
74.64
Negative
73.48
Positive
67.15
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MLPX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 75.30, equal to the 50-day MA of 74.64, and equal to the 200-day MA of 67.15, 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 MLPX.
MLPX Peer Comparison
Comparison Results
Performance Comparison
MLPX
Global X MLP & Energy Infrastructure ETF
74.29
15.45
26.26%
IBB
iShares Biotechnology ETF
―
―
―
XOP
SPDR S&P Oil & Gas Exploration & Production ETF
―
―
―
MLPA
Global X MLP ETF
―
―
―
FENY
Fidelity MSCI Energy Index ETF
―
―
―
IYE
iShares U.S. Energy 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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