Tortoise MLP & Pipeline Fund (TORIX.O)

At A Glance

You hold TORIX.O in 0 portfolios

Net Asset Value

13.78USD

 0.06 +0.44%

08/12/2022

Category
Sector Equity
YTD Return (Cumulative)
 25.37%
Classification
Energy MLP Funds
5 Year Return (Annualized)
 3.72%
Lipper Index
Lipper Energy MLP Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since November, 2012 »

 TORIX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyTortoiseEcofin
Inception Date05/31/2011
Portfolio Turnover32%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
TortoiseEcofin
11550 Ash Street
Leawood, KS 66211

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.94%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$1,000,000
Subsequent Investments$100
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks total return. The Fund invest at 80% of its assets in securities of MLPs and pipeline companies. The Fund intends to focus its investment primarily in equity securities that own and operate a network of energy infrastracture asset systems that process crude oil, refined petroleum product, & natural gas.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
106
Consistent Return
 
106
Capital Preservation
 
12360
Low Expense
 
55
Tax Efficiency (U.S. only)
 
106

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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