Tortoise MLP & Pipeline Fund

U.S. News evaluated 48 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.72 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 4.7%
1 Year 22.7%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 2.08 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Tortoise Capital Advisors Funds