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Tortoise Select Opportunity C (TOPCX)

11.49 Up 0.01(0.09%) Apr 23
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Prev Close:11.48
YTD Return*:4.90%
Net Assets*:1.77M
Yield*:N/A

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Reports

  • No Reports available for TOPCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
EQT10.049.91
OKE9.959.38
LYB8.2011.32
VLO7.2610.63
SE6.976.75

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:1.77M
Category:Equity Energy
Annual Report Expense Ratio (net):2.10%

Performance & Risk

YTD Return:4.90%
5y Avg Return:N/A
Rank in Category (ytd):31
% Rank in Category (ytd):17.03%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks total return. Under normal circumstances, the fund invests primarily in the securities of North American energy companies or other companies that benefit from the operations of such North American energy companies ("Beneficiaries"). It seeks to achieve its investment objective by investing typically in 15 to 30 common stocks issued by companies of any capitalization that are publicly traded on an exchange or in the over-the-counter market. The fund is non-diversified. View More
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