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TOPTX Tortoise Select Opportunity Investor

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Fund TOPTX Tortoise Select Opportunity Investor EMLP First Trust North Amer Engy InfrasETF  
100% 86%
Annual Fees
(1.35% Exp. Ratio)
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$35,337.12 $39,898.16
Est. savings over 30 yrs +$4,561.04
As of 12/31/16
1 YR RETURN 27.79%
3 YR -0.80%
5 YR --
10 YR --
1 YR RETURN 29.67%
3 YR 6.24%
5 YR --
10 YR --
The investment seeks total return. Under normal circumstances, the fund invests primarily in the securities of North American energy companies or other companies that benefit from the operations of such North American energy companies ("Beneficiaries"). It seeks to achieve its investment objective by investing typically in common stocks issued by 15 to 40 companies of any capitalization that are publicly traded on an exchange or in the over-the-counter market. The fund is non-diversified.
The investment seeks total return. The fund invests at least 80% of its net assets in equity securities of companies deemed by the sub-advisor to be engaged in the energy infrastructure sector. These companies principally include publicly-traded master limited partnerships and limited liability companies taxed as partnerships ("MLPs"), MLP affiliates, Canadian income trusts and their successor companies, pipeline companies, utilities, and other companies. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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