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 72. There are 23 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | TORIX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 94 | — | May 2007 | TORIX vs RSNYX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | TORIX vs RSNRX | |
| Delaware Ivy Energy Fund | 88 | — | Apr 2006 | TORIX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | TORIX vs EIPIX |
Top Performing TORIX Alternatives (YTD)
TORIX is at 24.52% YTD. There are 25 mutual funds in the Energy Equities category with higher YTD returns, going as high as 55.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 55.57% | — | Jun 2006 | TORIX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 36.07% | — | Aug 2007 | TORIX vs SRV | |
| Rydex Energy Services Fund | 34.99% | — | Mar 1998 | TORIX vs RYVIX | |
| Recurrent MLP & Infrastructure Fund | 33.65% | — | Nov 2017 | TORIX vs RMLPX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | TORIX vs MLOZX |
Lowest Volatility Alternatives to TORIX
TORIX has 14.86% 1-year volatility. There are 35 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | TORIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | TORIX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | TORIX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.09% | — | May 2004 | TORIX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.15% | — | Jan 2018 | TORIX vs DHIVX |
Lowest Drawdown Alternatives to TORIX
TORIX has a 1-year max drawdown of -7.11%. There are 25 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 | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | TORIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | TORIX vs SBMBX |
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 | 14 | 12.76% | — | — | 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