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TORIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$19.08
Change
+$0.34 (+1.81%)
Net Assets
3.05B

TORIX Tortoise Energy Infrastructure TR Ins Forecast, Technical & Fundamental Analysis

Category Energy
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Energy Transfer LP (NYSE:ET), Kinder Morgan (NYSE:KMI), Cheniere Energy (NYSE:LNG), 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 Ins MF is 39.26B. The market cap for tickers in the group ranges from 3.63B to 76.58B. ENB holds the highest valuation in this group at 76.58B. The lowest valued company is PAGP at 3.63B.

Volume

The average weekly volume growth across all stocks in the Tortoise Energy Infrastructure TR Ins MF was 165%. For the same stocks of the MF, the average monthly volume growth was 68% and the average quarterly volume growth was 30%

Fundamental Analysis Ratings

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

Valuation Rating: 37
P/E Growth Rating: 26
Price Growth Rating: 44
SMR Rating: 50
Profit Risk Rating: 27
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
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TORIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TORIX has been closely correlated with CSHNX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if TORIX jumps, then CSHNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TORIX
1D Price
Change %
TORIX100%
+1.81%
CSHNX - TORIX
99%
Closely correlated
+1.80%
SMFPX - TORIX
98%
Closely correlated
+2.11%
SMRPX - TORIX
98%
Closely correlated
+2.02%
SPMHX - TORIX
94%
Closely correlated
+1.66%
RMLPX - TORIX
93%
Closely correlated
+1.20%
More