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TORCX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
2.19B

TORCX Tortoise Energy Infrastructure TR C Forecast, Technical & Fundamental Analysis

Category Energy
A.I.Advisor
published Highlights

Notable companies

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

Industry description

The investment seeks total return. The fund normally invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in securities of energy infrastructure companies. The advisor intends to focus its investments primarily in equity securities of midstream infrastructure and also may invest in midstream master limited partnerships (“MLPs”) and power and renewable infrastructure. It is non-diversified.

Market Cap

The average market capitalization across the Tortoise Energy Infrastructure TR C MF is 36.51B. The market cap for tickers in the group ranges from 3.11B to 72.06B. ENB holds the highest valuation in this group at 72.06B. The lowest valued company is PAGP at 3.11B.

Volume

The average weekly volume growth across all stocks in the Tortoise Energy Infrastructure TR C MF was -65%. For the same stocks of the MF, the average monthly volume growth was -68% and the average quarterly volume growth was -66%

Fundamental Analysis Ratings

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

Valuation Rating: 22
P/E Growth Rating: 49
Price Growth Rating: 41
SMR Rating: 61
Profit Risk Rating: 45
Seasonality Score: -22 (-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
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TORCX and

Correlation & Price change

A.I.dvisor indicates that over the last year, TORCX has been closely correlated with SPMGX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if TORCX jumps, then SPMGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TORCX
1D Price
Change %
TORCX100%
-0.04%
SPMGX - TORCX
94%
Closely correlated
-0.16%
OSPMX - TORCX
93%
Closely correlated
-0.36%
MLPOX - TORCX
93%
Closely correlated
-0.15%
SPMHX - TORCX
93%
Closely correlated
N/A
SPMPX - TORCX
92%
Closely correlated
-0.23%
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