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TPYP - ETF AI Analysis

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TPYP

Tortoise North American Pipeline Fund (TPYP)

Rating:71Outperform
Price Target:
TPYP’s rating suggests it is a generally solid ETF focused on North American pipeline companies, with its quality supported by strong core holdings like Oneok, which combines solid financial performance, growth prospects, and an attractive dividend, and Williams, which adds profitability and income potential despite higher leverage. The fund also benefits from names like Targa Resources and Cheniere Energy, which bring growth and strategic initiatives, though some holdings such as Atmos Energy and Nisource face liquidity, leverage, and technical pressures that slightly weigh on the overall assessment. The main risk is the fund’s concentration in a single industry—energy pipelines—meaning performance is closely tied to the health and volatility of the energy and midstream sector.
Positive Factors
Strong Recent Performance
The fund has delivered strong gains so far this year and in recent months, showing solid momentum in its strategy.
Leading Pipeline Companies in Top Holdings
Many of the largest positions, including well-known North American pipeline operators, have shown strong year-to-date performance, helping drive the ETF’s returns.
North American and Sector Diversification Within Pipelines
Exposure to both U.S. and Canadian companies across energy and utility-related pipeline businesses helps spread risk within this niche area.
Negative Factors
High Concentration in a Single Sector
With most assets in the energy sector, the fund is heavily exposed to swings in energy markets and related regulations.
Top Holdings Dominate the Portfolio
A small group of companies makes up a large share of the ETF, so problems at any of these firms could significantly affect overall performance.
Moderate Expense Ratio
The fund’s fees are not especially low, which means a noticeable portion of returns goes toward covering the expense ratio each year.

TPYP vs. SPDR S&P 500 ETF (SPY)

TPYP Summary

TPYP is an exchange-traded fund (ETF) that follows the Tortoise North American Pipeline Index, focusing on companies that own and operate oil and natural gas pipelines across the U.S. and Canada. It holds well-known energy infrastructure names like Kinder Morgan and Enbridge, which earn money by moving and storing fuel rather than drilling for it. Someone might invest in TPYP for diversification and potential income from the energy sector, since these businesses often have steady, fee-based revenues. However, the fund is heavily tied to energy infrastructure, so its value can rise or fall with changes in energy demand, regulation, and commodity-related sentiment.
How much will it cost me?The Tortoise North American Pipeline Fund (TPYP) has an expense ratio of 0.40%, meaning you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is a specialized fund focusing on energy infrastructure, which requires more active management compared to broad index funds. It’s a reasonable cost for targeted exposure to the midstream energy sector.
What would affect this ETF?TPYP could benefit from rising energy demand and infrastructure investments in North America, as well as favorable regulatory policies supporting pipeline development. However, it may face challenges from fluctuating oil and gas prices, stricter environmental regulations, or reduced energy consumption trends. Its focus on major pipeline companies and MLPs provides stability but exposes it to sector-specific risks.

TPYP Top 10 Holdings

TPYP is very much a North American pipeline story, with performance driven by a tight cluster of big midstream names. Targa Resources has been the fund’s main engine, rising on strong growth plans, while Williams, TC Energy, and Cheniere have been steady helpers despite some recent choppiness. Kinder Morgan and Enbridge, though still solid income plays, have been losing a bit of steam lately, softening the fund’s short-term tone. With most exposure in U.S. and Canadian energy infrastructure, this ETF lives and dies by the fortunes of the midstream sector.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Cheniere Energy7.68%$68.62M$56.03B20.46%
71
Outperform
Williams Co7.44%$66.55M$91.10B28.08%
76
Outperform
TC Energy7.33%$65.57MC$98.33B47.11%
70
Outperform
Kinder Morgan7.33%$65.56M$72.28B19.51%
68
Neutral
Enbridge7.20%$64.34M$123.03B24.06%
69
Neutral
Targa Resources7.04%$62.92M$61.06B72.41%
74
Outperform
Oneok6.66%$59.57M$57.81B13.68%
82
Outperform
Energy Transfer4.12%$36.84M$70.10B15.24%
70
Outperform
Atmos Energy4.06%$36.30M$29.79B12.89%
66
Neutral
Pembina Pipeline4.00%$35.79M$29.59B38.07%
70
Outperform

TPYP Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
42.56
Positive
100DMA
42.10
Positive
200DMA
38.84
Positive
Market Momentum
MACD
0.50
Negative
RSI
63.30
Neutral
STOCH
83.78
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TPYP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.01, equal to the 50-day MA of 42.56, and equal to the 200-day MA of 38.84, indicating a bullish trend. The MACD of 0.50 indicates Negative momentum. The RSI at 63.30 is Neutral, neither overbought nor oversold. The STOCH value of 83.78 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TPYP.

TPYP Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$899.58M0.40%
71
Outperform
$629.72M0.59%
71
Outperform
$576.89M0.38%
72
Outperform
$564.12M0.40%
74
Outperform
$497.62M0.35%
69
Neutral
$385.94M0.35%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TPYP
Tortoise North American Pipeline Fund
44.16
10.57
31.47%
FCG
First Trust Natural Gas ETF
IEO
iShares U.S. Oil & Gas Exploration & Production ETF
RSPG
Invesco S&P 500 Equal Weight Energy ETF
ENFR
Alerian Energy Infrastructure ETF
XES
SPDR S&P Oil & Gas Equipment & Services ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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