Morningstar

Tortoise Electrification Infrastructure ETF TPZ

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

Morningstar’s Analysis TPZ

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Tortoise Electrification Infra ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TPZ

More TPZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Energy Transfer LP

8.12 10M
Energy

Cheniere Energy Inc

7.77 9M
Energy

Targa Resources Corp

6.52 8M
Energy

Entergy Corp

6.08 7M
Utilities

Williams Companies Inc

5.64 7M
Energy

TC Energy Corp

5.01 6M
Energy

MPLX LP Partnership Units

4.83 6M
Energy

Constellation Energy Corp

4.75 6M
Utilities

ONEOK Inc

4.04 5M
Energy

CenterPoint Energy Inc

3.43 4M
Utilities

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