TNGY – Tortoise Energy Fund – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks current income and secondarily seeks long-term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its total assets in equity and debt securities of energy companies. It may invest up to 15% of its net assets in securities that are not registered under the Securities Act of 1933 or that otherwise may not be sold in public offerings, which are commonly known as "restricted" securities. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TNGY	Tortoise Energy Fund	ETF	Open			Dec 27, 2010	$559.91M	0.850%	High	—	−$74.92M

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