TORIX Mutual Fund
TORIX Mutual Fund
TORIX Mutual Fund
Tortoise Energy Infrastructure Total Return Fund Institutional Class
TORIX Mutual Fund Overview
TORIX Mutual Fund (Tortoise Energy Infrastructure Total Return Fund Institutional Class) is managed by TortoiseEcofin Funds with $3.37B in net assets. TORIX expense ratio is 0.92%, holding 27 positions across sectors including Energy, Utilities, Financials. Inception date: 2011-05-31.
TORIX performance shows a YTD return of 30.62%. The 1-year return is 31.67% and the 5-year return is 23.58%. TORIX dividend yield stands at 3.95%, paid quarterly.
TORIX top holdings include Targa Resources Corp Preferred (10.5%), Cheniere Energy Inc. (9.0%), Williams Cos. Inc. (8.7%), Energy Transfer (7.3%), Enterprise Products Partners Lp (7.1%). Go to all TORIX holdings, TORIX sectors, or TORIX dividends.
TORIX can be compared against other funds. Use TORIX overlap to find shared positions, or TORIX vs another fund for a side-by-side view. TORIX alternatives are available via the screener, along with tax-loss harvesting opportunities.