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Prospectuses & Literature
- Tortoise MLP & Pipeline Fund (TORIX) Celebrates its Three Year Anniversary and Receives Morningstar Rating
- Tortoise MLP & Pipeline Fund Announces Distribution Strategy Update
- Tortoise Capital Advisors Introduces New Open-End Mutual Fund (TOPTX, TOPIX, TOPCX)
- Tortoise Capital Advisors Introduces Its First Open-End Mutual Fund
- Tortoise Capital Advisors Introduces New Open-End Mutual Fund
- View All Press Releases
Before investing in the fund, investors should consider their investment goals, time horizons and risk tolerance. The fund’s investment objective, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectus contains this and other important information about the fund. Copies of the fund’s prospectus may be obtained by calling 855-TCA-FUND (855-822-3863) or visiting www.tortoiseadvisors.com. Read it carefully before investing.
Mutual fund investing involves risk. Principal loss is possible.
To obtain current performance information, including the negative 3-year performance, visit mutualfunds.tortoiseadvisors.com/toptx/performance. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars and the bottom 10% receive one star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) As of 9/30/2016 TOPIX, TOPTX, TOPCX were rated against 93 Equity Energy funds over the 3-year period. TOPIX, TOPTX and TOPCX each received 5 stars for that period.
Past performance is no guarantee of future results.
© 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
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