Managed Portfolio Profile

30
USD 0.38  1.25%
51%
30.38
8%
30.11

Managed Portfolio Summary

Managed Portfolio Series Tortoise Water Fund [TBLU] is traded in USA and was established on January 21, 2018. The fund is listed under Natural Resources category and is part of Tortoise Capital Advisors family. Managed Portfolio Series Tortoise Water Fund at this time have 2.97 M in assets.
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Geographic Allocation (%)

Sector Allocation (%)

Managed Portfolio Se Currency Exposure (%)

 % of ETF 
      Currency 

Major Institutional Holders

InstituionSecurity TypeTotal SharesValue
Mariner Wealth Advisors LlcFund Units34.9 K975 K
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Managed Portfolio Se Risk Profiles

Managed Portfolio Se Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of seventeen. Managed Portfolio Se Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Managed Portfolio price patterns. View also all equity analysis or get more info about inverse tangent over price movement math transform indicator.

Key Fundamentals

Managed Portfolio Against Markets

Current Ratings

Managed Portfolio 30 Days Performance Scores
Risk Adjusted
Performance Score (0 to 100)
17 
Chance of
Financial Distress (0 to 100%)
< 33% 
Equity ratings for Managed Portfolio Series Tortoise Water Fund are calculated dynamically based on Macroaxis scoring framework. Click here to learn more
Sector, Equity Investments, North America Natural Resources more
NameManaged Portfolio Series Tortoise Water Fund
Macroaxis Advice
InstrumentUSA Etf ETF Directory
RegionNorth America
Investment IssuerTortoise
ExchangeBATS Exchange
Etf FamilyTortoise Capital Advisors
Fund CategorySector
Portfolio ConcentrationNatural Resources
BenchmarkDOW
Contact Number844 874 6339
CurrencyUSD - US Dollar
IssuerTortoise
DescriptionTortoise Water Fund
Inception Date2017-02-15
BenchmarkTortoise Water Index
Entity TypeRegulated Investment Company
Asset Under Management3.01 Million
Average Trading Valume1,730
Asset TypeEquity
CategorySector
FocusNatural Resources
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorU.S. Bancorp Fund Services, LLC
AdvisorTortoise Index Solutions, LLC
CustodianU.S. Bank National Association
DistributorQuasar Distributors, LLC
Portfolio ManagerMatthew Weglarz
Transfer AgentU.S. Bancorp Fund Services, LLC
Fiscal Year EndNovember 30
ExchangeCboe BZX Exchange, Inc.
Number of Constituents35.0
Market MakerVirtu Financial
Total Expense0.4
Management Fee0.4

Opportunities

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