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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
100% Energy Distribution 13.1%
9.4% Buckeye Partners L.P. Units LP Int. BPL 2.0%
5.9% Western Gas Partners LP WES 19.0%
5.9% Enterprise Products Partners L.P. EPD 12.7%
5.8% Holly Energy Partners LP HEP 4.9%
5.8% Spectra Energy Partners LP SEP 6.4%
5.6% Transmontaigne Partners L.P. TLP 8.2%
5.5% ONEOK Partners L.P. OKS 4.6%
5.5% Magellan Midstream Partners LP MMP 9.8%
5.0% Tallgrass Energy Partners LP TEP 0.1%
4.7% Energy Transfer Partners L.P. ETP 28.5%
4.5% DCP Midstream Partners LP DPM 1.2%
4.3% Midcoast Energy Partners LP MEP 25.8%
4.3% TC PipeLines L.P. TCP 11.2%
4.0% Enbridge Energy Partners L.P. (A) EEP 36.8%
3.7% Plains All American Pipeline L.P. Unit Ltd Part Int PAA 45.0%
3.7% EnLink Midstream Partners LP ENLK 30.6%
3.3% Martin Midstream Partners L.P. MMLP 28.7%
2.7% Sunoco Logistics Partners L.P. Com Units SXL 25.0%
2.6% Valero Energy Partners VLP 12.1%
2.5% EQT Midstream Partners LP Unit Ltd Partnership Int EQM 5.3%
2.3% Summit Midstream Partners LP SMLP 22.5%
1.9% MPLX LP MPLX 52.3%
1.2% Phillips 66 Partners LP Com Unit Repstg Ltd Partnership Int PSXP 23.6%

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