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Tortoise Select Opportunity Fund (TTOPX)

0.00
Net Asset Value
--
1 Day
--
Year-to-Date
Overall Morningstar Rating
Equity energy
Style or Category
No Load
Sales Expenses
2.70%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks total return. Under normal circumstances, the fund invests primarily in the securities of North American energy companies or other companies that benefit from the operations of such North American energy companies ("Beneficiaries"). It seeks to achieve its investment objective by investing typically in common stocks issued by 15 to 40 companies of any capitalization that are publicly traded on an exchange or in the over-the-counter market. The fund is non-diversified.

Performance

1 month+5.02% 3 years-12.13%
3 months-6.17% 5 years--
1 year-5.53% Since inception-4.73%
Data through --

Peer Comparisonvs. Equity energy

 TTOPXCategory
Performance 5-yr return---3.52%
Expense ratio2.70%1.47%
Risk 5 year sharpe ratio---0.05
Net assets$56.3M$650.6M
Average market cap$12.4B$24.7B
Average P/E----
Portfolio turnover168%168%

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Fund Management and Purchase Info

Fund familyTortoise Capital Advisors
Fund manager & tenureH. Birzer / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment--

Holdings

U.S. stock97.36%
Cash1.88%
Fixed income0.77%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.