Tortoise North American Energy Independence Fund

U.S. News evaluated 48 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

Trailing Returns Updated 02.28.2014
Year to date 4.7%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return. The fund normally will invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in securities of North American energy companies. It will typically invest at least 70% of its total assets in securities of upstream energy companies.

Fees

Fees are High compared to funds in the same category.
Tortoise North American Energy Independence Fund has an expense ratio of 2.10 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Tortoise Capital Advisors Funds