TBLU : Tortoise Global Water ESG Fund

TBLU is a Sector Equity Market Industrials with MODERATE fees.

TBLU

Tortoise Global Water ESG Fund

FI Score

37 /100

Diversification Rating

0 /10

Expense Ratio Rating

8 /10

Expense Rating

6 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

37% FI Score
  • tblu
  • ETF
  • Sector Equity
  • Industrials

Tortoise Global Water ESG Fund

Expenses: 0.40% (Better than 1% of similar funds)

This is a bad choice for a Industrials Sector Equity fund. See why ยป

Fund Summary

The investment seeks investment results that correspond generally to the price and distribution rate (total return) performance of the Tortoise Global Water ESG Net Total Return IndexSM. The fund will normally invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the types of securities suggested by its name (i.e., Water Companies). The index is a proprietary rules-based, modified market capitalization weighted, float adjusted index designed to track the overall performance of equity securities of global Water Companies listed on developed country exchanges. The fund is non-diversified.

Largest Holdings

Amount Holding
7.84% Geberit AG
7.73% Ferguson PLC
7.44% American Water Works Company, Inc
6.88% Xylem Inc
6.50% Veolia Environnement S.A
5.55% Essential Utilities, Inc
4.34% Pennon Group Plc
4.34% Pentair plc
4.04% United Utilities Group PLC
4.03% Severn Trent Plc

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