• Tortoise Select Opportunity Fund

Tortoise Capital Advisors

  • US
  • Natural Resources/Materials

Tortoise Select Opportunity Fund

TOPCX (Inactive Fund)

Summary

Price

Last Close

$6.61 ( +0 )

52 Week HL

$7.75 - $4.21

Net Assets

$9.6 M

Expense Ratio

1.35 %

Manager

Name

Brian A. Kessens

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

-

3 Year

-28.89%

5 Year

-14.45%

Best

26.73%
2016

Worst

-24.84%
2018

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 - - -31.4% 13% -7.3% -5.4% 0.3% 7.2% 4.9% - -
Q2 - - 16.1% -2.4% 12.1% -12.1% 11% -1.3% 14% -100% -
Q3 - - 0.5% -6.7% 2.5% 5.1% 10.1% -22.6% -3.4% -100% -
Q4 - - 11.1% 1.9% -27.6% 6.8% 3.4% -0.5% -20% 5.1% -

Returns +
Monthly

J F M A M J J A S O N D
2022 - - - - - - - - - - - -
2021 - - - - - - - - - - - -

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
TOPCX ---11%6%-25%-6%27%-19%-8%--
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha ---27%-22%-19%-25%18%-18%-21%--

TOPCX S&P 500

Chart +