Tortoise Energy Infrastructure Total Return Fund
Shareclass
Tortoise Energy Infrastructure TR Ins (TORIX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Tortoise Energy Infrastructure Total Return Fund
FUND COVERAGE
# of holdings16
% of assets67%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Enbridge Inc5.81%$194.02M
- 2. Sempra0.58%$19.54M
- 3. TC Energy Corp6.45%$215.63M
- 4. ONEOK Inc4.62%$154.29M
- 5. Williams Companies Inc8.06%$269.43M
- 6. Pembina Pipeline Corp4.35%$145.47M
- 7. Keyera Corp2.87%$95.81M
- 8. Kinder Morgan Inc Class P4.89%$163.34M
- 9. DT Midstream Inc Ordinary Shares5.1%$170.3M
- 10. Targa Resources Corp6.73%$224.82M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Hess Midstream LP Class A1.9%$63.53M
- 2. South Bow Corp0.48%$16.17M
- 3. Antero Midstream Corp5.16%$172.48M
- 4. Kinetik Holdings Inc0.3%$10.05M
- 5. Clearway Energy Inc Class C0.48%$16.1M
- 6. Cheniere Energy Inc9.23%$308.35M
- 7. Targa Resources Corp6.73%$224.82M
- 8. DT Midstream Inc Ordinary Shares5.1%$170.3M
- 9. Kinder Morgan Inc Class P4.89%$163.34M
- 10. Keyera Corp2.87%$95.81M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Tortoise Energy Infrastructure Total Return Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Tortoise Energy Infrastructure Total Return Fund TORIX
Environment
Social
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