About TORTX
Tortoise Energy Infrastructure Total Return Fund - Class A is a mutual fund focused on delivering total return through investments in energy infrastructure companies. The fund primarily targets entities involved in the processing, storage, transportation, and marketing of natural gas, natural gas liquids, crude oil, and refined products. It allocates at least 80% of its assets to equity securities of mid-sized energy infrastructure firms, with a significant portion invested in master limited partnerships and similar structures. The portfolio is concentrated, with a high percentage of assets in its top holdings, and maintains a value-oriented investment style. The fund is widely recognized for its exposure to the fossil fuel sector, with a substantial majority of its investments linked to oil, gas, and related utilities. Tortoise Energy Infrastructure Total Return Fund - Class A is designed for investors seeking income and capital appreciation within the energy infrastructure segment, and it plays a notable role in providing access to specialized energy assets within diversified portfolios.
Fund Family Tortoise Capital Advisors, LLC
Category Energy Limited Partnership
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol TORTX
Share Class A Class Shares
Index Index is not available on Lipper Database
TORTX had a total return of 36.39% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.00%.
