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TPYP
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Tortoise Capital Series Trust (TPYP)

Upturn stock ratingUpturn stock rating
$35.56
Last Close (24-hour delay)
Profit since last BUY-0.31%
upturn advisory
Consider higher Upturn Star rating
BUY since 51 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
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Upturn Advisory Summary

08/14/2025: TPYP (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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Tortoise Capital Series Trust

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.