TBLU Stock Price, Chart, Stats & News

Tortoise Global Water Fund
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Natural Resources
Category
0.79%
Dividend yield
$0.4048
0.40%
Expense ratio
53.25M
Assets
-1.62%
1Y return
TBLU chart
1M
3M
1Y
5Y
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TBLU returns
| YTD | -0.91% |
| 1Y | -1.62% |
| 3Y | 9.56% |
| 5Y | 4.11% |
| 1Y volatility | 15.84% |
| 3Y volatility | 16.19% |
| Sharpe ratio | 0.44 |
About
The TBLU fund offers investors exposure to a diverse array of water-related enterprises across all market capitalization sizes within developed nations. Its investment strategy focuses on identifying companies that generate at least 40% of their gross revenue from either water infrastructure, water equipment, or water services. Water infrastructure firms encompass those engaged in public water distribution, engineering, construction, or consulting activities.
Top 10 TBLU holdings
| Holding | Ownership |
|---|---|
Industrials 0.00% | |
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Utilities 0.00% | |
Utilities 0.00% | |
Technology 0.00% | |
Utilities 0.00% | |
Industrials 0.00% | |
Utilities 0.00% | |
Industrials 0.00% | |
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