TORTX Mutual Fund (Tortoise Energy Infrastructure Total Return Fund Class A) is managed by TortoiseEcofin Funds with $372.5M in net assets. TORTX expense ratio is 1.17%, holding 27 positions across sectors including Energy, Unknown, Utilities. Inception date: 2011-05-31.

TORTX performance shows a YTD return of 25.28%. The 1-year return is 21.83% and the 5-year return is 20.02%. TORTX dividend yield stands at 3.97%, paid quarterly.

TORTX top holdings include Targa Resources Corp Preferred (9.5%), Williams Cos. Inc. (8.8%), Energy Transfer (7.7%), Mplx Lp (7.5%), Cheniere Energy Inc. (7.0%). View all TORTX holdings, sector breakdown, or dividend history.

TORTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TORTX alternatives are available via the screener, along with tax-loss harvesting opportunities.