TCLD

Tortoise Cloud Infrastructure Fund
--

66
*Unless otherwise stated, data provided by FactSet.

TCLD Fund Description

TCLD provides exposure to cloud infrastructure stocks, as defined its index. It excludes stocks listed in emerging markets .

TCLD Factset Analytics Insight

TCLD provides a straightforward take on cloud infrastructure firms. For funds offering themed exposure, defining the universe is a key step in the process. TCLD’s index uses a revenue screen of 50% or greater in its specified industries: firms offering systems, services, security, hardware and data centers related to the cloud. The index also allows large firms with smaller cloud-based revenue percentages of that nonetheless loom large in the industry. These non-pure play firms are capped at 20% of the index total however. Selected companies can be large-, mid- or small-cap and must be listed on an exchange in a developed market. The ETF makes applies some liquidity screens but makes no attempt to “pick winners” within the space. Stocks are market-cap-weighted, subject to a 4.5% cap in any one name.

TCLD MSCI ESG Analytics Insight

Tortoise Cloud Infrastructure Fund has an MSCI ESG Fund Rating of BBB based on a score of 5.67 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. Tortoise Cloud Infrastructure Fund ranks in the 59th percentile within its peer group and in the 51st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

TCLD Charts And Performance

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
Compare
Reset
Select ETFs to compare their performance:
PERFORMANCE [as of 09/13/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
TCLD 2.21% 0.55% -- -- -- -- --
TCLD (NAV) 0.95% 0.15% -- -- -- -- --
Thomson Reuters Global Technology -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

TCLD Summary Data

Tortoise
01/31/19
Open-Ended Fund
0.40%
$4.02M
$13.11K
0.34%

TCLD Portfolio Data

$190.31B
38.60
4.82
--
N/A
44

TCLD Index Data

Tortoise Global Cloud Infrastructure Index
Market Cap
Market Cap
Thomson Reuters Global Technology

TCLD Portfolio Management

0.40%
--
--
--

TCLD Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

TCLD Fund Structure

Open-Ended Fund
No
--
No Policy
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

TCLD Factset Analytics Block Liquidity

As of 09/16/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of TCLD. TCLD is rated a 4 out of 5.

TCLD Tradability

386
$13.11K
151
$8.06K
0.34%
$0.09
0.18%
2.03% / -1.96%
None
99.00%
50,000
0.00
0.04%
0.03%
0
$26.69
4

TCLD Sector/Industry Breakdown


TCLD
Segment Benchmark
66.10%
61.79%
12.82%
--
8.44%
14.72%
7.00%
4.50%
4.57%
--
1.08%
--

TCLD Top 10 Holdings[View All]

4.77%
47.45%

TCLD Countries


TCLD
Segment Benchmark
93.11%
76.11%
4.76%
0.02%
2.13%
0.81%
--
0.01%
--
4.63%
--
0.66%
--
0.00%
--
3.66%
--
0.02%
--
0.00%

TCLD Regions


TCLD
Segment Benchmark
93.11%
76.70%
4.76%
16.50%
2.13%
5.97%
--
0.79%
--
0.04%

TCLD Economic Development


TCLD
Segment Benchmark
95.24%
98.06%
4.76%
1.94%

TCLD Performance Statistics

0.87
0.96
0.89
0.99
0.39%
Thomson Reuters Global Technology

TCLD MSCI ESG Ratings

BBB
5.67 / 10
51.13
58.55
4.51%
12.11%
65.15

TCLD Benchmark Comparison Holdings

44
1235
33
15.27%

TCLD Benchmark Comparison Summary


TCLD
Segment Benchmark
44
1235
$190.31B
$356.58B
38.60
24.92
4.82
4.65
1.27%
1.21%
Medium
Medium

TCLD Benchmark Comparison Market Cap Size


TCLD
Segment Benchmark
74.37%
85.05%
21.76%
10.25%
3.69%
3.61%
0.17%
1.09%