Tortoise Energy Infrastructure Total Return FundTORIX

MUTUAL FUNDTortoise
Type
Mutual fund
Peer group
US equity: Energy
Net assets
$3.8B
Expense ratio
0.91%
1-year return
+31.6%
3 years, a year
—
5 years, a year
—
12-month yield
4.25%
Holdings
26

What it aims to do.

Tortoise Energy Infrastructure Total Return Fund, a series of Tortoise Capital Series Trust (the Fund), seeks total return.

Top 10 holdings.

Holding% of fund
TRGP Targa Resources Corp10.18%
WMB Williams Cos Inc/The8.90%
MPLX Mplx Lp7.24%
ET Energy Transfer LP7.19%
LNG Cheniere Energy Inc7.10%
DTM DT Midstream Inc6.24%
TRP TC Energy Corp5.21%
AM Antero Midstream Corp4.97%
ENB Enbridge Inc4.95%
KMI Kinder Morgan Inc4.92%

More on TORIX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.