EBLUEcofin Global Water ESG Fund
EBLU Fund Description
EBLU tracks an index of water infrastructure and management companies listed in developed countries.
EBLU Factset Analytics Insight
EBLU offers exposure to developed-market water companies of all capitalization sizes. The fund selects firms that derive at least 40% of gross revenues from either water infrastructure or water equipment and/or services. Water infrastructure companies are those that provide public water distribution, engineering, construction or consulting. Water equipment companies are those who provide water pipes, valves, pumps or water efficiency products such as filtration, treatment, and testing of water. Service companies provide technologies that facilitate management of water distribution, usage, treatment, and irrigation. Components must also meet minimum ESG requirements to be included in the index. The resulting portfolio includes a few dozen names, heavily weighted towards the US. Prior to the merger with Ecofin on Aug. 21, 2020, the fund name was Tortoise Global Water ESG Fund and traded under the ticker: TBLU. Prior to June 5, 2018, the fund tracked the Tortoise Water Index, providing exposure to water companies in North America.
EBLU MSCI ESG Analytics Insight
Ecofin Global Water ESG Fund has an MSCI ESG Fund Rating of AAA based on a score of 8.77 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Ecofin Global Water ESG Fund ranks in the 95th percentile within its peer group and in the 0th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EBLU MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
EBLU Summary Data
EBLU Portfolio Data
EBLU Index Data
EBLU Portfolio Management
EBLU Tax Exposures
EBLU Fund Structure
EBLU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EBLU. EBLU is rated a 4 out of 5.
EBLU Economic Development
EBLU Performance Statistics
EBLU MSCI ESG Ratings
EBLU Benchmark Comparison Summary
EBLU Benchmark Comparison Market Cap Size