Tortoise Select Opportunity 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 3.3%
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. 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.

Fees

Fees are High compared to funds in the same category.
Tortoise Select Opportunity 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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