Tortoise Energy Fund
Shareclass
Tortoise Energy Fund (TNGY)
Type
Exchange-traded fund
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Tortoise Energy Fund TNGY
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Enbridge Inc2.68% of assets$14.39M invested
- 2. Sempra1.77% of assets$9.49M invested
- 3. Exxon Mobil Corp3.33% of assets$17.87M invested
- 4. ConocoPhillips1.2% of assets$6.45M invested
- 5. Vistra Corp3.22% of assets$17.29M invested
- 6. Ovintiv Inc0.74% of assets$3.99M invested
- 7. Constellation Energy Corp2.19% of assets$11.74M invested
- 8. Marathon Petroleum Corp0.9% of assets$4.85M invested
- 9. ONEOK Inc3.01% of assets$16.18M invested
- 10. Williams Companies Inc5.26% of assets$28.25M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Hess Midstream LP Class A2.05% of assets$11.01M invested
- 2. Clearway Energy Inc Class C1.05% of assets$5.65M invested
- 3. Cheniere Energy Inc6.48% of assets$34.78M invested
- 4. Targa Resources Corp3.23% of assets$17.33M invested
- 5. Devon Energy Corp1.37% of assets$7.37M invested
- 6. Diamondback Energy Inc1.08% of assets$5.79M invested
- 7. Antero Resources Corp1.65% of assets$8.84M invested
- 8. Coterra Energy Inc Ordinary Shares1.84% of assets$9.88M invested
- 9. Expand Energy Corp Ordinary Shares - New1.71% of assets$9.17M invested
- 10. EQT Corp6.38% of assets$34.24M invested
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Financial performance
Performance data provided by
Find more financial data on TNGY at Morningstar.com
Find more financial data on TNGY at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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