Tortoise Energy Infrastructure TR Ins

Frequently Asked Questions About TORIX

What does TORIX invest in?

A substantial portion, specifically a minimum of 80%, of this fund's net assets—inclusive of any borrowed funds used for investment—is typically dedicated to securities issued by companies in the energy infrastructure domain. While the advisor's principal strategy is to concentrate investments in the equity of midstream infrastructure entities, there is also discretion to allocate capital to midstream master limited partnerships (MLPs) and businesses involved in power and renewable infrastructure. This fund operates as a non-diversified investment vehicle.

What is the expense ratio of TORIX?

Tortoise Energy Infrastructure TR Ins (TORIX) charges an expense ratio of 0.91%. This is the annual fee deducted from fund assets to cover management and operations.

How big is TORIX?

Tortoise Energy Infrastructure TR Ins (TORIX) manages $3.83B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is TORIX actively managed or an index fund?

TORIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was TORIX launched?

Tortoise Energy Infrastructure TR Ins (TORIX) launched in June 2011 and is managed by the fund issuer.

How has TORIX performed?

TORIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.