Tortoise Select Opportunity Investor (TOPTX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:||N/A|
|Annual Report Expense Ratio (net):||1.35%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||15|
|% Rank in Category (ytd):||15.46%|
|Morningstar Risk Rating:|
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