Tortoise Mutual Funds List
Here you can find all mutual funds issued by Tortoise and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.92%
- Avg. 1 Year Return
- 20.95%
- Avg. 5 Year Return
- 20.24%
- Median Risk/Return Score
- 29 / 100
Tortoise Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tortoise MLP & Pipeline Fund | Energy Equities | May 30, 2011 | 0.93% | 21.93% | 11.28% | 4.20% | 42 | ||||||||
| Tortoise Energy Infrastructure Closed Fund | MLPs, Energy Equities | — | 2.90% | 12.81% | -1.19% | 12.95% | 15 |
Explore top Tortoise Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Tortoise Mutual funds by Risk/Return Score
The top Tortoise Mutual funds by PortfoliosLab Risk/Return Score are TORIX (42) and TYG (15).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Tortoise MLP & Pipeline Fund | 42 | — | May 2011 | |
| Tortoise Energy Infrastructure Closed Fund | 15 | — | — |
Best-Performing Tortoise Mutual funds Over 5 Years
The top Tortoise Mutual funds is TORIX (21.01%).
Across the lineup, Tortoise Mutual funds show an average 1-year return of 20.95% and an average 5-year return of 20.24%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Tortoise MLP & Pipeline Fund | 21.01% | — | May 2011 | |
| Tortoise Energy Infrastructure Closed Fund | 19.47% | — | — |
Lowest-Cost Tortoise Mutual funds
The top Tortoise Mutual funds is TORIX (0.93%).
With an average expense ratio of 1.92%, Tortoise Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Tortoise MLP & Pipeline Fund | 0.93% | — | May 2011 | |
| Tortoise Energy Infrastructure Closed Fund | 2.90% | — | — |
Highest-Yield Tortoise Mutual funds
The top Tortoise Mutual funds is TYG (12.95%).
Across the lineup, Tortoise Mutual funds show an average dividend yield of 8.58%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Tortoise Energy Infrastructure Closed Fund | 12.95% | — | — | |
| Tortoise MLP & Pipeline Fund | 4.20% | — | May 2011 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.