TORIX – Tortoise Energy Infrastructure TR Ins Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks total return. The fund normally invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in securities of energy infrastructure companies. The advisor intends to focus its investments primarily in equity securities of midstream infrastructure and also may invest in midstream master limited partnerships (“MLPs”) and power and renewable infrastructure. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TORIX	Tortoise Energy Infrastructure Total Return Institutional Class	Institutional	Open			May 31, 2011	$3.42B	0.910%	Average	$1M	−$209.04M
TORTX	Tortoise Energy Infrastructure Total Return A Class	Front Load	Open			May 31, 2011	$361.33M	1.160%	Below Average	$2,500	−$11.65M
TORCX	Tortoise Energy Infrastructure Total Return C Class	Level Load	Open			Sep 19, 2012	$20.07M	1.910%	Average	$2,500	−$3.76M

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