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TortoiseEcofin

TortoiseEcofin Parent Rating

Average

TortoiseEcofin has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Longevity at the firm has been impressive. Its five-year risk-adjusted success ratio is 62%, meaning that 62% of the products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. With an average tenure of seven years among the longest-tenured managers at TortoiseEcofin, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. TortoiseEcofin has faced above-average manager turnover in the past five years. This is a concern, as long-term stability tends to support positive results.

TortoiseEcofin Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

3.15 Bil

Investment Flows (TTM)

−511.19 Mil

Asset Growth Rate (TTM)

−16.59%

# of Share Classes

8

Exchange-Traded Funds

See All TortoiseEcofin ETFs

Market

US ETFs

Total Net Assets

541.22 Mil

Investment Flows (TTM)

−102.23 Mil

Asset Growth Rate (TTM)

−17.91%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
1
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Ecofin Global Water ESG40
Tortoise North American Pipeline63

Quick Definitions: Key Morningstar Terms

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