Advertisement
Advertisement
U.S. markets close in 42 minutes
Advertisement
Advertisement
Advertisement
Advertisement

Ecofin Global Renewables Infrastructure Fund (ECOIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
8.43+0.04 (+0.48%)
As of 08:05AM EDT. Market open.
Advertisement

Ecofin Global Renewables Infrastructure Fund

Milwaukee, WI 53202

615 East Michigan Street

Managed Portfolio Series

(414) 287-3700
Management Information
,Lead Manager since August 6, 2020
Mr. Matthew Breidert joined the firm in 2006. He is a senior portfolio manager, overseeing sustainable, impact and ESG strategies, both long only and long/short. Prior to joining the firm, Mr. Breidert was an assistant portfolio manager at Millennium Partners. Previously, he was an investment banker with SG Barr Devlin. Prior to that, he worked at Cornerstone Energy Advisers and FT Energy/RDI in Boulder, Co. Mr. Breidert earned a Bachelor of Science degree in Ecology from the University of Illinois-Urbana Champaign and a Master of Business Administration from Washington University.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq5.gif
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryInfrastructure
Fund FamilyEcofin
Net Assets274.57M
YTD Return-20.91%
Yield2.93%
Morningstar Rating★★
Inception DateSep 24, 2020

Fund Operations

Last Dividend0.14
Last Cap Gain-1.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseECOIXCategory Average
Annual Report Expense Ratio (net)1.15%1.16%
Prospectus Net Expense Ratio1.15%N/A
Prospectus Gross Expense Ratio1.15%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.28%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
Advertisement
Advertisement