Energetic MLPs
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Energetic MLPs


Tax Benefit Potential, Plus Dividends

As income-seeking strategies gain popularity, some investors have opted for master limited partnerships, publicly traded entities that pay no corporate income tax in return for paying out at least 90% of income to investors. The vast majority of MLPs operate in traditionally stable, though perhaps concentrated, industries such as oil and gas transportation, processing and storage. The potentially high dividend yields may be taxed at a lower long-term capital gains tax rate, as opposed to higher income tax rates. Of course, MLPs are not a slam dunk – their growth is often fueled by adding debt, which can hinder these partnerships during periods when credit markets begin to stiffen, impact liquidity in the marketplace, and in cases where MLPs operate in multiple states, it may mean costlier tax implications. Investors should be aware of unique risks and tax consequences involved with MLPs. Distributions are treated differently than stock dividends. Income distributions received from MLPs are typically reported on a Schedule K-1. Certain MLPs that have operations in multiple states may need to file tax returns within each state, based on income limits. Income limits may also make investments in MLPs inappropriate within retirement accounts. Investors may wish to consult with their tax advisor prior to making an investment decision. See more
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Motif Index 1 YR Return
Energetic MLPs Benchmark
With this Motif, you can buy the following basket of stocks for just $9.95:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
89.3% Energy Distribution 13.1%
10.3% Rose Rock Midstream RRMS 13.4%
9.4% Enbridge Energy Partners L.P. (A) EEP 1.2%
7.4% TC PipeLines L.P. TCP 19.2%
6.7% Western Gas Partners LP WES 13.4%
6.4% Summit Midstream Partners SMLP 30.7%
6.3% Energy Transfer Partners L.P. ETP 2.0%
5.3% Buckeye Partners L.P. BPL 5.6%
5.1% Magellan Midstream Partners L.P. MMP 9.9%
4.9% ONEOK Partners L.P. OKS 38.5%
4.2% Transmontaigne Partners L.P. TLP 8.2%
4.1% Enterprise Products Partners L.P. EPD 21.1%
3.8% EnLink Midstream Partners LP ENLK 25.2%
3.6% Exterran Partners L.P. EXLP 15.2%
3.5% Spectra Energy Partners LP SEP 7.6%
3.2% Southcross Energy Partners L.P SXE 47.4%
3.1% American Midstream Partners LP AMID 41.4%
1.9% Sunoco Logistics Partners L.P. Com Units SXL 16.0%
10.7% Energy Production 47.0%
5.8% Dorchester Minerals L.P. DMLP 26.5%
2.3% EV Energy Partners LP EVEP 66.8%
1.6% Breitburn Energy Partners LP BBEP 77.3%
1.1% Legacy Reserves L.P. LGCY 70.0%