TMLPTORTOISE MLP ETF

Get incomeRanked #1,585 of 1,622 in this goal

Seeks investment results that correspond generally to the price and distribution rate performance of the Tortoise MLP Index.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

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#5,562 of 5,562 · small

Dividend YieldGoal

—

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,250+12.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Index tracking

Sector

Energy

Focus

MLP

Index tracked

Tortoise MLP Index

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-7.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca, NYSE American

Full fund details

Objective: Seeks investment results that correspond generally to the price and distribution rate performance of the Tortoise MLP Index.
Strategy: Employs a passive management approach designed to track the performance of the Tortoise MLP Index, a float-adjusted, capitalization-weighted index of energy MLPs. Invests at least 80% of net assets in securities providing exposure to the Underlying Index.