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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 42 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Tortoise Capital Advisors, L.L.C. funds
Performance
The fund has returned 22.37 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 18.8% |
| 1 Year | 22.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return. The fund normally invests at least 80% of net assets plus the amount of any borrowings for investment purposes in securities of MLP and pipeline companies. It intends to focus its investments primarily in equity securities of MLP and pipeline companies that own and operate a network of energy infrastructure asset systems that transport, store, distribute, gather and/or process crude oil, refined petroleum products (including biodiesel and ethanol), natural gas or natural gas liquids. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Tortoise MLP & Pipeline Fund has an expense ratio of 2.10 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
