TNGY

Tortoise Energy Fund

$10.54

0.57%
CategoryEnergy

Under normal market conditions, the fund will invest at least 80% of its total assets in equity and debt securities of energy companies. It may invest up to 15% of its net assets in securities that are not registered under the Securities Act of 1933 or that otherwise may not be sold in public offerings, which are commonly known as "restricted" securities. The fund is non-diversified.

Source: Yahoo Finance
Q-Score57/ 100
Net Assets$602M
P/E14.51
Dividend Yield3.95%
52-Week Range—
Expense Ratio0.85%
1Y Return+18.7%
Beta-0.02
AI summary

Price & performance

1M-7.4%
3M+2.5%
YTD+18.1%
1Y+18.7%
52-week range—
Beta-0.02
Full chart and returns against a benchmark

Q-Score

57/ 100

Quality against peers; 50 is the peer median.

Growth61
Risk50
Performance53
Valuation74
Profitability34
Leverage50
Sentiment42
Every score and metric

News sentiment

Open News & Signals

Top holdings

Every holding and the look-through

Fund facts

Expense ratio0.85%
Net assets$602M
1-year return+18.7%
Top-10 coverage67.2%
Dividend yield3.95%
Concentration and breadth