Morningstar

Tortoise Global Water Fund TBLU

Morningstar Medalist Rating
Medalist Rating as of | See Tortoise Capital Investment Hub

Morningstar’s Analysis TBLU

Will TBLU outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TBLU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TBLU management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TBLU’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Tortoise Global Water Fund holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TBLU

More TBLU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Xylem Inc

8.05 5M
Industrials

Ecolab Inc

7.71 4M
Basic Materials

Veolia Environnement SA

7.56 4M
Industrials

American Water Works Co Inc

7.49 4M
Utilities

Ferguson Enterprises Inc

7.13 4M
Industrials

Veralto Corp

4.31 2M
Industrials

Companhia De Saneamento Basico Do Estado De Sao Paulo ADR

4.22 2M
Utilities

IDEX Corp

3.96 2M
Industrials

United Utilities Group PLC Class A

3.94 2M
Utilities

Geberit AG

3.92 2M
Industrials

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