TPYPTortoise North American Pipeline Fund

Grow my money#607 of 2944 for Grow my money

Seeks investment results that correspond to the price and distribution rate performance of the Tortoise North American Pipeline Index.

Tortoise Capital Advisors, LLC · Since 2015 (10 years)

Annual Cost

0.40%

#1874 out of 5,332 ETFs

Fund Size

$879M

#1072 out of 5,332 ETFs

Dividend Yield

3.22%

Track Record

10 years

#1319 out of 5,332 ETFs

Performance

1 Year

+28.0%

3 Years

+26.3%

5 Years

+20.8%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

multi cap

Sector

energy

Asset allocation

Stocks

99.6%

Cash

0.3%

Other

0.1%

Sector breakdown

Energy

84.8%

Utilities

15.3%

Top holdings

Kinder Morgan Inc Class PKMI7.4%

Enbridge IncENB.TO7.4%

Cheniere Energy IncLNG7.4%

TC Energy CorpTRP.TO7.3%

Williams Companies IncWMB7.2%

ONEOK IncOKE6.8%

Targa Resources CorpTRGP4.2%

Energy Transfer LPET4.0%

Enterprise Products Partners LPEPD4.0%

NiSource IncNI4.0%

Risk profile

Volatility (1Y)

12.5%

Moderate

Max drawdown

-51.9%

Worst peak-to-trough loss

Sharpe (3Y)

1.38

Excellent risk-adjusted returns

Sortino (3Y)

1.95

Good downside protection

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