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    Tortoise Select Opportunity Investor (TOPTX)

    9.71 Up 0.21(2.21%) Dec 19
    Prev Close:9.50
    YTD Return*:-4.61%
    Net Assets*:36.03M
    Yield*:0.11%

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    APC9.350.69
    LYB8.84-0.69
    SLB6.84-3.65
    WMB6.8235.05
    SLCA6.43-8.14

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:36.03M
    Category:Equity Energy
    Annual Report Expense Ratio (net):1.35%

    Performance & Risk

    YTD Return:-4.61%
    5y Avg Return:N/A
    Rank in Category (ytd):5
    % Rank in Category (ytd):5.15%
    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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