• Tortoise Select Opportunity Fund

Tortoise Capital Advisors

  • US
  • Natural Resources/Materials

Tortoise Select Opportunity Fund

TOPIX (Inactive Fund)

Summary

Price

Last Close

$6.83 ( -0 )

52 Week HL

$8.01 - $4.36

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

-28.82%

5 Year

-12.57%

Best

28.03%
2016

Worst

-24.19%
2018

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 - - -31% 13.3% -7.1% -5% 0.5% 7.5% 5.3% - -
Q2 - - 16.3% -2% 12.4% -11.9% 11.3% -1.1% 14.1% -100% -
Q3 - - 0.7% -6.4% 2.7% 5.4% 10.4% -22.5% -3.1% -100% -
Q4 - - 10.3% 0.3% -27.5% 7.2% 3.7% -0.2% -19.8% 5.2% -

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
TOPIX ---11%6%-24%-5%28%-18%-7%--
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha ---27%-23%-18%-24%20%-17%-20%--

TOPIX S&P 500

Chart +