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Upturn AI SWOT - About
Tortoise Global Water ESG Fund (TBLU)
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Upturn Advisory Summary
03/24/2025: TBLU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.22% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Volume (30-day avg) 2588 | Beta - | 52 Weeks Range 43.81 - 50.92 | Updated Date 03/27/2025 |
52 Weeks Range 43.81 - 50.92 | Updated Date 03/27/2025 |
Upturn AI SWOT
Tortoise Global Water ESG Fund
ETF Overview
Overview
The Tortoise Global Water ESG Fund seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Tortoise Water Index. The fund focuses on companies involved in the water value chain, integrating ESG considerations into the investment process.
Reputation and Reliability
Tortoise is a well-known investment firm with experience in managing infrastructure and energy-related investments.
Management Expertise
Tortoise has a team of experienced investment professionals with expertise in infrastructure and environmental, social, and governance (ESG) investing.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the performance of the Tortoise Water Index.
Investment Approach and Strategy
Strategy: The fund aims to track the Tortoise Water Index, which is designed to provide exposure to companies involved in the water value chain, while integrating ESG factors.
Composition The ETF primarily holds stocks of companies involved in various aspects of the water industry, such as water utilities, water infrastructure, water technology, and water treatment.
Market Position
Market Share: Data not available.
Total Net Assets (AUM): Data not available.
Competitors
Key Competitors
- FIW
- CGW
- PIO
Competitive Landscape
The water ETF industry is competitive, with several established players. TORO offers an ESG-focused approach. Competitors, like FIW, CGW and PIO, have higher AUM, indicating greater investor confidence and liquidity. TORO's ESG integration could be an advantage for socially conscious investors but it's newer, so it has a shorter track record. Data as of Feb 2024.
Financial Performance
Historical Performance: Data not available due to the newness of the fund.
Benchmark Comparison: Data not available due to the newness of the fund.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
Average trading volume is not readily available for new ETFs and this will likely change over time.
Bid-Ask Spread
The bid-ask spread is not readily available for new ETFs but this will change as trading volume grows.
Market Dynamics
Market Environment Factors
Demand for water infrastructure is influenced by factors such as population growth, urbanization, and aging infrastructure. Interest rates and regulatory changes can also impact the sector.
Growth Trajectory
The fund's growth trajectory depends on the increasing focus on water scarcity, infrastructure investment, and the adoption of ESG investing principles. Data is not available due to its recent creation.
Moat and Competitive Advantages
Competitive Edge
TORO's competitive advantage lies in its focused approach on global water companies with a specific emphasis on ESG criteria, which differentiates it from more general water ETFs. This can attract investors who prioritize sustainable and responsible investing. The fund's index and holdings could provide a unique risk/return profile compared to competitors. However, as a new entrant, building a track record and increasing AUM will be crucial.
Risk Analysis
Volatility
Data is not yet available to assess the volatility of TORO.
Market Risk
Specific risks include regulatory risks associated with water management, commodity price fluctuations, and currency risk for international holdings.
Investor Profile
Ideal Investor Profile
TORO is suitable for investors seeking exposure to the global water sector while prioritizing ESG considerations. It may appeal to those who believe in the long-term growth potential of the water industry and the increasing importance of sustainable investing.
Market Risk
This ETF is likely best suited for long-term investors who are comfortable with sector-specific exposure and the potential for volatility. Risk-averse investors may prefer a more diversified approach.
Summary
The Tortoise Global Water ESG Fund offers targeted exposure to the global water sector, integrating ESG considerations. It aims to track the Tortoise Water Index and provides a differentiated approach compared to its competitors. Due to its relative newness, it lacks established historical data and high AUM. As such it would fit best for investors interested in the water sector who prefer ESG investment and long term investing.
Similar Companies
- FIW
- CGW
- PIO
- IH2O
Sources and Disclaimers
Data Sources:
- Tortoise Global Water ESG Fund Website
- ETF.com
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a financial professional. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Tortoise Global Water ESG Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the types of securities suggested by its name (i.e., Water Companies). The index is a proprietary rules-based, modified market capitalization weighted, float adjusted index designed to track the overall performance of equity securities of global Water Companies listed on developed country exchanges. The fund is non-diversified.
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