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INFIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$8.91
Change
+$0.11 (+1.25%)
Net Assets
543.57M

INFIX price forecast, quote, news & analysis

Category: @Energy
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are ConocoPhillips (NYSE:COP), Enterprise Products Partners LP (NYSE:EPD), Energy Transfer LP (NYSE:ET), Cheniere Energy (NYSE:LNG), Targa Resources Corp (NYSE:TRGP), EQT Corp (NYSE:EQT), Plains GP Holdings LP (NASDAQ:PAGP).

Industry description

The investment seeks current income and secondarily seeks long-term capital appreciation. 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.

Market Cap

The average market capitalization across the Tortoise Energy Infras and Inc Ins MF is 48.64B. The market cap for tickers in the group ranges from 3.63B to 151.38B. COP holds the highest valuation in this group at 151.38B. The lowest valued company is PAGP at 3.63B.

Volume

The average weekly volume growth across all stocks in the Tortoise Energy Infras and Inc Ins MF was 152%. For the same stocks of the MF, the average monthly volume growth was 61% and the average quarterly volume growth was 23%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 46
P/E Growth Rating: 28
Price Growth Rating: 46
SMR Rating: 46
Profit Risk Rating: 17
Seasonality Score: 32 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Energy

Profile
Fundamentals
Details
Category
Energy Limited Partnership
Address
Managed Portfolio Series615 East Michigan StreetMilwaukee
Phone
(414) 287-3700
Web
N/A