TOPTX : Tortoise Energy Evolution Fund A Class

TOPTX is a Sector Equity Market Utilities with HIGH fees.

TOPTX

Tortoise Energy Evolution Fund A Class

FI Score

10 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

10% FI Score
  • toptx
  • Mutual Fund
  • Sector Equity
  • Utilities

Tortoise Energy Evolution Fund A Class

Expenses: 1.35% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks total return. Under normal circumstances, the fund seeks to invest in securities benefiting from the long-term growth associated with the changes in energy supply relating to the energy transition that is currently underway. It seeks to achieve its investment objective by investing typically in common stocks of any capitalization that are publicly traded on an exchange or in the over-the-counter market. In addition, the fund may invest in master limited partnerships ("MLPs"). It is non-diversified.

Largest Holdings

Amount Holding
6.27% NextEra Energy Inc
5.63% Enel SpA
5.12% Sempra Energy
4.57% Cheniere Energy Inc
3.76% Iberdrola SA
3.52% EDP - Energias de Portugal SA
3.52% Total SA ADR
3.51% SSE PLC
3.43% Royal Dutch Shell PLC ADR Class A
3.29% TC Energy Corp
3.20% Orsted A/S
3.16% Terna SpA
3.10% RWE AG
3.01% Algonquin Power & Utilities Corp
2.97% Spark Infrastructure Group
2.95% Enterprise Products Partners LP
2.92% American Electric Power Co Inc
2.87% Exelon Corp
2.86% Kinder Morgan Inc Class P
2.83% Equinor ASA ADR
2.80% Public Service Enterprise Group Inc
2.72% BP PLC ADR
2.48% ONEOK Inc
2.37% Innergex Renewable Energy Inc
2.28% Engie SA

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