Morningstar

Tortoise Energy Fund TNGY

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

Morningstar’s Analysis TNGY

Will TNGY 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 TNGY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TNGY 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 TNGY’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Tortoise Energy Fund holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TNGY

More TNGY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

9.97 57M
Energy

Valero Energy Corp

9.45 54M
Energy

Chevron Corp

7.46 43M
Energy

Diamondback Energy Inc

6.89 39M
Energy

Occidental Petroleum Corp

5.87 33M
Energy

Constellation Energy Corp

5.46 31M
Utilities

Cheniere Energy Inc

5.32 30M
Energy

ExxonMobil Holdings Corp

4.96 28M
Energy

Williams Companies Inc

4.82 27M
Energy

ONEOK Inc

4.25 24M
Energy

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