+Compare
TORTX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
2.27B

TORTX Tortoise Energy Infrastructure TR A 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), 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 A MF is 33.48B. The market cap for tickers in the group ranges from 3.26B to 73.39B. ENB holds the highest valuation in this group at 73.39B. The lowest valued company is PAGP at 3.26B.

Volume

The average weekly volume growth across all stocks in the Tortoise Energy Infrastructure TR A MF was 16%. For the same stocks of the MF, the average monthly volume growth was 114% and the average quarterly volume growth was 75%

Fundamental Analysis Ratings

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

Valuation Rating: 21
P/E Growth Rating: 71
Price Growth Rating: 48
SMR Rating: 56
Profit Risk Rating: 53
Seasonality Score: -13 (-100 ... +100)
View a ticker or compare two or three
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ASIYX27.080.27
+1.01%
Invesco EQV Asia Pacific Equity Y
ASVNX8.19-0.01
-0.12%
American Century Small Cap Value C
OAKGX31.59-0.05
-0.16%
Oakmark Global Investor
FSMBX13.93-0.03
-0.21%
Tributary Small/Mid Cap Instl Plus
LSVVX13.03-0.05
-0.38%
LSV Conservative Value Equity

TORTX and

Correlation & Price change

A.I.dvisor indicates that over the last year, TORTX has been closely correlated with SPMPX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if TORTX jumps, then SPMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TORTX
1D Price
Change %
TORTX100%
+0.74%
SPMPX - TORTX
97%
Closely correlated
+0.48%
SPMVX - TORTX
95%
Closely correlated
+0.14%
SPMWX - TORTX
95%
Closely correlated
+0.15%
OSPMX - TORTX
94%
Closely correlated
+0.19%
MLPDX - TORTX
91%
Closely correlated
+0.20%
More