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Ecofin Global Renewables Infrastructure Fund (ECOIX)

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

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.
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Morningstar Category
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Fund Overview

Fund FamilyEcofin
Net Assets274.57M
YTD Return-20.91%
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