Westwood Salient Mlp & Energy Infrastructure Fund

Shareclass

Westwood Salient MLP & Engy Infras Inst (SMLPX)

Type

Open-end mutual fund

Manager

Westwood

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

31.4

percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 596 out of 867 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Enbridge Inc
0.77% of assets
$10.15M invested
2. Vistra Corp
0.17% of assets
$2.3M invested
3. TC Energy Corp
4.74% of assets
$62.37M invested
4. Constellation Energy Corp
0.17% of assets
$2.29M invested
5. GE Vernova Inc
0.17% of assets
$2.25M invested
6. ONEOK Inc
8.72% of assets
$114.64M invested
7. Williams Companies Inc
6.47% of assets
$85.08M invested
8. Kinder Morgan Inc Class P
6.85% of assets
$90.08M invested
9. Eaton Corp PLC
0.14% of assets
$1.85M invested
10. Pembina Pipeline Corp
2.07% of assets
$27.24M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Hess Midstream LP Class A
2.67% of assets
$35.1M invested
2. Antero Midstream Corp
2.65% of assets
$34.87M invested
3. Cheniere Energy Inc
5.74% of assets
$75.53M invested
4. Gibson Energy Inc
0.39% of assets
$5.19M invested
5. Targa Resources Corp
7.91% of assets
$104.11M invested
6. Quanta Services Inc
0.14% of assets
$1.88M invested
7. DT Midstream Inc Ordinary Shares
6.32% of assets
$83.19M invested
8. Keyera Corp
3.44% of assets
$45.23M invested
9. Pembina Pipeline Corp
2.07% of assets
$27.24M invested
10. Eaton Corp PLC
0.14% of assets
$1.85M invested

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Financial performance

Performance data provided by

Find more financial data on SMLPX at Morningstar.com

Gender Equality and Returns

Returns chart for Westwood Salient Mlp & Energy Infrastructure Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

SMLPX

Westwood Salient Mlp & Energy Infrastructure Fund

Family

Westwood

Category

Energy Limited Partnership

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

6.53% less in annualized returns

Lower overall gender equality score

6 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

SMLPX

Westwood Salient Mlp & Energy Infrastructure Fund

Family

Westwood

Category

Energy Limited Partnership

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

6.53% less in annualized returns

Lower overall gender equality score

6 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

SMLPX

Westwood Salient Mlp & Energy Infrastructure Fund

Family

Westwood

Category

Energy Limited Partnership

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

6.53% less in annualized returns

Lower overall gender equality score

6 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
SMLPX - Westwood Salient Mlp & Energy Infrastructure Fund

21%

16%

21%

2.24%

49 / 100 points

Benchmark

12%

10%

13%

8.76%

55 / 100 points

Fund compared to benchmark

8.72%

5.34%

7.86%

-6.53%

6 / 100 points lower

Find more financial data on SMLPX at Morningstar.com

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