TCAI – Tortoise AI Infrastructure ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation with a secondary objective of current income. Under normal circumstances, the fund will invest at least 80% of its total assets in equity securities of artificial intelligence (“AI”) infrastructure companies. AI infrastructure companies are companies that derive a significant portion of their revenue from long-term assets, products, or services critical to AI output. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TCAI	Tortoise AI Infrastructure ETF	ETF	Open	—		Aug 4, 2025	$247.63M	0.650%	—	—	$184.54M

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