Morningstar

Ecofin Global Renewables Infras A ECOAX

Morningstar Medalist Rating
Medalist Rating as of | See TortoiseEcofin Investment Hub
  • NAV / 1-Day Return 10.32  /  +0.18 %
  • Total Assets 285.5 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Infrastructure
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.40%
  • Turnover 61%

USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 12:53 AM GMT+0

Morningstar’s Analysis ECOAX

Will ECOAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ECOAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ECOAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ECOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Ecofin Global Renewables Infras A earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings ECOAX

More ECOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.9
Top 10 Holdings
% Portfolio Weight
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