Core Viewpoint - The introduction of the MLP & Energy Infrastructure High Income ETF (MLPI) by NEOS ETFs is timely in the current easing monetary policy environment, providing bond investors with an alternative income source through options income in the energy sector [1][2]. Group 1: Fund Overview - MLPI invests in master limited partnerships (MLPs) and energy infrastructure companies, generating income from premiums through writing call options on ETFs focused on energy infrastructure MLPs [2]. - The fund is actively managed with a management fee of 68 basis points, allowing portfolio managers to adjust holdings according to market conditions, which adds a risk management component [3]. Group 2: Market Context - The majority of capital markets are anticipating additional rate cuts, making the launch of MLPI and other income-focused ETFs by NEOS particularly relevant [2]. - NEOS has successfully gathered assets in 2025 by offering options-based high income strategies, expanding its lineup to include various investment styles [2][4]. Group 3: Tax Efficiency and Diversification - MLPI offers tax loss harvesting opportunities and tax efficiency through the pass-through benefits and tax deferrals associated with the MLP structure [3]. - NEOS provides a range of ETFs that cater to different investor needs, including options for income, tax efficiency, and diversification [4][5].
NEOS Adds MLP & Energy Infrastructure Income ETF to Roster
Etftrends·2025-12-19 20:01