
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT
- About
Tortoise Capital Series Trust (TPYP)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: TPYP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 2.78% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Volume (30-day avg) - | Beta 0.87 | 52 Weeks Range 27.44 - 36.77 | Updated Date 06/30/2025 |
52 Weeks Range 27.44 - 36.77 | Updated Date 06/30/2025 |
Upturn AI SWOT
Tortoise Capital Series Trust
ETF Overview
Overview
Tortoise Capital Series Trust focuses on energy infrastructure investments, primarily midstream energy companies. It aims to provide investors with exposure to the energy sector through publicly traded companies. Its asset allocation centers around midstream energy infrastructure.
Reputation and Reliability
Tortoise Capital Advisors has a long-standing presence in energy infrastructure investing, establishing a reputation for expertise in this specialized sector. Their reliability is supported by years of experience and a dedicated focus.
Management Expertise
The management team possesses extensive knowledge of energy markets and infrastructure assets. Their expertise includes financial analysis, operational understanding, and risk management in the energy sector.
Investment Objective
Goal
To provide investors with exposure to the energy infrastructure sector, with a focus on midstream energy companies.
Investment Approach and Strategy
Strategy: The fund primarily tracks publicly traded companies involved in the transportation, storage, and processing of energy commodities.
Composition The ETF predominantly holds stocks of midstream energy companies, including MLPs and other energy infrastructure businesses. The fund's portfolio allocation is sector-specific.
Market Position
Market Share: Details regarding Tortoise Capital Series Trust's market share are not publicly available.
Total Net Assets (AUM):
Competitors
Key Competitors
- AMLP
- ENB
- EPD
- ET
- MPLX
Competitive Landscape
The ETF industry is intensely competitive, with numerous funds vying for investor capital in the energy infrastructure sector. Tortoise Capital Series Trust competes with larger, more established funds, needing to differentiate itself through specialized strategies. However, these funds are known for their size and market reach. A disadvantage would be limited recognition for Tortoise Capital Series Trust.
Financial Performance
Historical Performance: Historical financial performance data is not available at this time.
Benchmark Comparison: Benchmark comparison is not available at this time.
Expense Ratio:
Liquidity
Average Trading Volume
The liquidity of Tortoise Capital Series Trust is dependent on its average trading volume, which is not currently available.
Bid-Ask Spread
The bid-ask spread for Tortoise Capital Series Trust determines the cost of trading and this information is unavailable at this time.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions influence Tortoise Capital Series Trust's performance, impacting energy infrastructure investments.
Growth Trajectory
Changes to strategy and holdings are not available at this time, however, the fund is in a volatile sector and will be subject to dramatic swings.
Moat and Competitive Advantages
Competitive Edge
Tortoise Capital Series Trust possesses specialized expertise in the energy infrastructure sector, allowing it to identify unique investment opportunities within midstream energy. Its experienced management team leverages deep industry knowledge to navigate complex energy markets. Its focused approach allows for targeted asset allocation and in-depth due diligence. Tortoise Capital Series Trust's niche market focus differentiates it from broader energy funds.
Risk Analysis
Volatility
Tortoise Capital Series Trust's historical volatility is subject to energy sector dynamics, including commodity price fluctuations and regulatory changes.
Market Risk
Specific risks include fluctuations in energy prices, regulatory changes impacting pipeline operations, and geopolitical events affecting energy supply chains.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to energy infrastructure with a focus on midstream companies, and is comfortable with sector-specific risks.
Market Risk
Tortoise Capital Series Trust is best suited for long-term investors seeking diversification within the energy sector, although it may not be ideal for passive index followers.
Summary
Tortoise Capital Series Trust focuses on midstream energy infrastructure, offering specialized exposure to this sector. Its competitive advantages stem from industry expertise and a targeted approach. However, its performance is heavily reliant on energy market dynamics. The ideal investor understands sector-specific risks and seeks diversification within energy, making it a viable choice for long-term growth. More data is needed on the firm's current AUM and market share to better provide details.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions are constantly changing and are subject to volatility.
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 Capital Series Trust
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. The underlying index is a float adjusted, capitalization weighted index of pipeline companies that are organized and have their principal place of business in the United States or Canada. The fund is non-diversified.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.