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 26 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% | 11.00B | Oct 2004 | TORIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 6.90B | Nov 2001 | TORIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | 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 80. There are 28 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 | 96 | — | Nov 1995 | TORIX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | TORIX vs RSNYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | TORIX vs RMLPX | |
| Vanguard Energy Fund Admiral Shares | 91 | 6.90B | Nov 2001 | TORIX vs VGELX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | TORIX vs FRNRX |
Top Performing TORIX Alternatives (YTD)
TORIX is at 25.16% YTD. There are 25 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 46.27% | — | Jun 2006 | TORIX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | TORIX vs RMLPX | |
| Fidelity Select Energy Portfolio | 38.84% | — | Jul 1981 | TORIX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 36.50% | — | Jun 2004 | TORIX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 33.62% | 11.00B | Oct 2004 | TORIX vs VENAX |
Lowest Volatility Alternatives to TORIX
TORIX has 14.99% 1-year volatility. There are 35 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | TORIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | TORIX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | TORIX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | TORIX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | TORIX vs CSUIX |
Lowest Drawdown Alternatives to TORIX
TORIX has a 1-year max drawdown of -7.11%. There are 24 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 | -4.51% | — | Aug 2006 | TORIX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | TORIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | TORIX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | TORIX vs MLPOX |
Other Mutual Funds from Tortoise
The 1 most viewed Tortoise mutual funds shown here include TYG and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Tortoise Energy Infrastructure Closed Fund | Infrastructure Equities, MLPs, Energy Equities | 16 | 12.60% | — | — | TORIX vs TYG |
Often Compared With TORIX
Investors most often compare TORIX with TPYP, AMLP, VOO. These 20 comparison targets span 8 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