Tortoise Essential Energy Fund

Shareclass

Tortoise Essential Energy Fund (TPZ)

Type

Exchange-traded fund

Manager

Tortoise Capital Advisors, LLC

Investments in major fossil fuel companies

Evergy Inc

Top 50 coal-fired power

$2.74 MILLION

Fossil fuel holdings

Energy sector

Top 200 owners of carbon reserves

Carbon Underground 200

No direct stock holdings

Coal industry

Coal miners, coal services, owners of coal reserves

holdings

$11.38M

invested

7.52%

of portfolio

Oil/gas industry

Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators

holdings

$90.42M

invested

60%

of portfolio

Utility sector

Top 50 coal-fired utilities

Macroclimate 50

holdings

$2.74M

invested

1.81%

of portfolio

Fossil-fired utilities

Utilities burning fossil fuels or distributing gas

holdings

$53.55M

invested

35%

of portfolio

When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.

All fossil fuel companies

22 holdings

1. Constellation Energy Corp
$11.08M
7.32%
2. Energy Transfer LP
$10.37M
6.85%
3. Vistra Corp
$8.41M
5.56%
4. TC Energy Corp
$8M
5.29%
5. Williams Companies Inc
$7.5M
4.96%

See all

See the impact of your investments

Regular updates on sustainability risks and ethical concerns in everyday investment products

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 Essential Energy Fund TPZ

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on TPZ at Morningstar.com

Current fund

TPZ

Tortoise Essential Energy Fund

Family

Tortoise Capital Advisors, LLC

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-6.25% less in annualized returns

More invested in fossil fuels

69% more invested

Lower fossil finance risk score

20 points lower

Lower fossil insurance risk score

17 points lower

Less invested in Clean200

20.28% less invested

Current fund

TPZ

Tortoise Essential Energy Fund

Family

Tortoise Capital Advisors, LLC

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-6.25% less in annualized returns

More invested in fossil fuels

69% more invested

Lower fossil finance risk score

20 points lower

Lower fossil insurance risk score

17 points lower

Less invested in Clean200

20.28% less invested

Current fund

TPZ

Tortoise Essential Energy Fund

Family

Tortoise Capital Advisors, LLC

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-6.25% less in annualized returns

More invested in fossil fuels

69% more invested

Lower fossil finance risk score

20 points lower

Lower fossil insurance risk score

17 points lower

Less invested in Clean200

20.28% less invested

Month-end trailing returns

Performance as of date: 5/31/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
TPZ - Tortoise Essential Energy Fund

19%

15%

18%

3.15%

78%

Benchmark

14%

12%

13%

9.39%

8.81%

Fund compared to benchmark

5.12%

2.38%

4.25%

-6.25%

69% higher

Find more financial data on TPZ at Morningstar.com

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Fossil fuel companiesare fueling the climate crisis.

See the impact of your investments

Regular updates on sustainability risks and ethical concerns in everyday investment products

Environment

Social

Disclaimer: As You Sow is not an investment adviser