Morningstar

Tortoise Energy Infrastructure Total Return C Class TORCX

Morningstar Medalist Rating
Medalist Rating as of | See Tortoise Capital Investment Hub
  • NAV / 1-Day Return 21.74  /  +0.83 %
  • Total Assets 3.8B
  • Adj. Expense Ratio
    1.910%
  • Expense Ratio 1.910%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Energy Limited Partnership
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.03%
  • Turnover 18%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 1:06 AM GMT+0

Morningstar’s Analysis TORCX

Will TORCX outperform in the 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 TORCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Tortoise Energy Infrastructure TR C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TORCX

More TORCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Targa Resources Corp

10.52 403M
Energy

Cheniere Energy Inc

9.00 345M
Energy

Williams Companies Inc

8.72 334M
Energy

Energy Transfer LP

7.34 282M
Energy

Enterprise Products Partners LP

7.11 273M
Energy

DT Midstream Inc Ordinary Shares

6.61 254M
Energy

ONEOK Inc

4.98 191M
Energy

MPLX LP Partnership Units

4.95 190M
Energy

Antero Midstream Corp

4.89 188M
Energy

Plains GP Holdings LP Class A

4.83 185M
Energy

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