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    Tortoise MLP & Pipeline Instl (TORIX)

    13.82 Up 0.22(1.62%) Aug 28
    Prev Close:13.60
    YTD Return*:-8.77%
    Net Assets*:2.05B
    Yield*:1.53%

    * As of 31-Jul-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for TORIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SE9.08N/A
    NI8.89N/A
    KMI8.76N/A
    WMB8.75N/A
    ENB.TO8.08N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.05B
    Category:Energy Limited Partnership
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:-8.77%
    5y Avg Return:N/A
    Rank in Category (ytd):71
    % Rank in Category (ytd):65.74%
    Beta (3y):0.93
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks total return. The fund normally invests at least 80% of net assets plus the amount of any borrowings for investment purposes in securities of MLP and pipeline companies. The advisor intends to focus its investments primarily in equity securities of MLP and pipeline companies that own and operate a network of energy infrastructure asset systems that transport, store, distribute, gather and/or process crude oil, refined petroleum products (including biodiesel and ethanol), natural gas or natural gas liquids. It is non-diversified. View More
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