Tortoise MLP & Pipeline Fund (TORIX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TORIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TORIX
TORIX charges 0.93% annually. There are 24 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.80B | Oct 2004 | TORIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | TORIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | TORIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | TORIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | TORIX vs PRNEX |
Best Risk-Adjusted Alternatives to TORIX
TORIX has a PortfoliosLab risk / return rank of 42. There are 45 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | TORIX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | TORIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | TORIX vs MLOZX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | TORIX vs IEYYX | |
| GMO Resources Fund | 86 | — | Dec 2011 | TORIX vs GOFIX |
Top Performing TORIX Alternatives (YTD)
TORIX is at 20.87% YTD. There are 30 mutual funds in the Energy Equities category with higher YTD returns, going as high as 61.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 61.97% | — | Jun 2006 | TORIX vs OEPIX | |
| Rydex Energy Services Fund | 37.59% | — | Mar 1998 | TORIX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 34.31% | — | May 2007 | TORIX vs RSNYX | |
| Victory Global Energy Transition Fund | 34.09% | — | Nov 1995 | TORIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | TORIX vs MLOZX |
Lowest Volatility Alternatives to TORIX
TORIX has 14.66% 1-year volatility. There are 36 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.94% | — | Dec 2016 | TORIX vs PAXDX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | TORIX vs CSUIX | |
| JHancock Infrastructure Fund | 9.87% | — | Dec 2013 | TORIX vs JEEIX | |
| Centre Global Infrastructure Fund | 9.96% | — | Jan 2018 | TORIX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 9.97% | — | Aug 2006 | TORIX vs EIPIX |
Lowest Drawdown Alternatives to TORIX
TORIX has a 1-year max drawdown of -7.11%. There are 28 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | TORIX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | TORIX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | TORIX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | TORIX vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | TORIX vs IEYYX |
Other Mutual Funds from Tortoise
The 1 most viewed Tortoise mutual funds shown here include TYG and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Tortoise Energy Infrastructure Closed Fund | MLPs, Energy Equities | 12 | 12.45% | — | — | TORIX vs TYG |
Often Compared With TORIX
Investors most often compare TORIX with TPYP, AMLP, VOO. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare TORIX with Any Fund or Stock
Compare TORIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TORIX with funds that move differently
Tortoise MLP & Pipeline Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TORIX.
Explore TORIX Diversifiers