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Tortoise Energy Infrastructure TR A TORTX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See TortoiseEcofin Investment Hub

Morningstar’s Analysis TORTX

Will TORTX 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 TORTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TORTX 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 TORTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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