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 $3.53B in net assets. TORIX expense ratio is 0.92%, holding 27 positions across sectors including Energy, Unknown, Utilities. Inception date: 2011-05-31.
TORIX performance shows a YTD return of 20.78%. The 1-year return is 22.14% and the 5-year return is 20.30%. TORIX dividend yield stands at 4.20%, paid quarterly.
TORIX top holdings include Targa Resources Corp. (9.5%), Williams Companies Inc (8.8%), Energy Transfer Lp (7.7%), Mplx Lp (7.5%), Cheniere Energy Inc Common Stock (7.0%). View all TORIX holdings, sector breakdown, or dividend history.
TORIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TORIX alternatives are available via the screener, along with tax-loss harvesting opportunities.