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Morningstar

Tortoise Energy Infrastructure TR C TORCX

Morningstar Medalist Rating
Medalist Rating as of | See TortoiseEcofin Investment Hub
  • NAV / 1-Day Return 14.67  /  +0.76 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.930%
  • Expense Ratio 1.930%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Energy Limited Partnership
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 4.60%
  • Turnover 7%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis TORCX

Will TORCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TORCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TORCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TORCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Tortoise Energy Infrastructure TR C's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TORCX

More TORCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 69.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Pembina Pipeline Corp

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