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Tortoise Energy Infrastructure and Inc A (INFRX)

9.44 +0.04 (+0.43%)
At close: 8:01 PM EST
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DELL
  • Previous Close 9.40
  • YTD Return 18.31%
  • Expense Ratio 1.38%
  • Category Energy Limited Partnership
  • Last Cap Gain -58.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 531.34M
  • Beta (5Y Monthly) 0.64
  • Yield 5.35%
  • 5y Average Return --
  • Holdings Turnover 6.00%
  • Last Dividend 0.35
  • Inception Date Dec 27, 2010

Under normal market conditions, the fund will invest at least 80% of its total assets in equity and debt securities of other companies focused in the energy infrastructure sector and in equity and debt securities of master limited partnerships ("MLPs") focused in the energy infrastructure sector. It may invest up to 15% of its net assets in securities that are not registered under the Securities Act of 1933 or that otherwise may not be sold in public offerings, which are commonly known as "restricted" securities. The fund is non-diversified.

Tortoise Capital Advisors, LLC

Fund Family

Energy Limited Partnership

Fund Category

531.34M

Net Assets

2010-12-27

Inception Date

Performance Overview: INFRX

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Trailing returns as of 11/6/2024. Category is Energy Limited Partnership.

YTD Return

INFRX
18.31%
Category
38.02%
?

1-Year Return

INFRX
22.90%
Category
54.67%
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3-Year Return

INFRX
14.74%
Category
0.06%
?

5-Year Return

INFRX
11.84%
Category
0.07%
?

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Holdings: INFRX

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Top 10 Holdings (52.75% of Total Assets)

SymbolCompany% Assets
LNG
Cheniere Energy, Inc. 7.88%
MPLX
MPLX LP 7.69%
OKE
ONEOK, Inc. 5.23%
ET
Energy Transfer LP 5.03%
TRGP
Targa Resources Corp. 4.96%
WMB
The Williams Companies, Inc. 4.89%
PAGP
Plains GP Holdings, L.P. 4.75%
EQT
EQT Corporation 4.74%
EPD
Enterprise Products Partners L.P. 4.50%
WES
Western Midstream Partners, LP 3.09%

Sector Weightings

Recent News: INFRX

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Research Reports: INFRX

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