Skip to Content

TortoiseEcofin

TortoiseEcofin Parent Rating

Average

TortoiseEcofin has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Looking at the firm's risk-adjusted performance, the strategy lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average 10-year Morningstar Rating is 3.2 stars. With an average tenure of seven years among the longest-tenured managers at TortoiseEcofin, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. Despite other redeeming qualities as a firm, TortoiseEcofin has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.

TortoiseEcofin Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

3.21 Bil

Investment Flows (TTM)

−442.62 Mil

Asset Growth Rate (TTM)

−14.21%

# of Share Classes

8

Exchange-Traded Funds

See All TortoiseEcofin ETFs

Market

US ETFs

Total Net Assets

587.90 Mil

Investment Flows (TTM)

−44.87 Mil

Asset Growth Rate (TTM)

−7.77%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
1
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Ecofin Global Water ESG41
Tortoise North American Pipeline56

Quick Definitions: Key Morningstar Terms

Sponsor Center