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Tortoise Capital Series Trust (TPYP)
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Upturn Advisory Summary
11/13/2025: TPYP (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.
Analysis of Past Performance
Type ETF | Historic Profit 2.67% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/13/2025 |
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 |
Upturn AI SWOT
Tortoise Capital Series Trust
ETF Overview
Overview
Tortoise Capital Series Trust comprises various energy infrastructure ETFs. It focuses on investments in master limited partnerships (MLPs) and other energy infrastructure companies, aiming for income and capital appreciation.
Reputation and Reliability
Tortoise Capital Advisors has a long track record in managing energy infrastructure investments, demonstrating expertise and stability within the sector.
Management Expertise
The management team possesses significant experience in energy infrastructure, MLP investments, and portfolio management.
Investment Objective
Goal
To provide investors with exposure to energy infrastructure assets, primarily through investments in MLPs, aiming for a combination of current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETFs within Tortoise Capital Series Trust track specific indices or utilize active management strategies to invest in energy infrastructure companies.
Composition The ETFs hold a mix of equity securities, primarily MLPs and common stock of companies involved in energy transportation, storage, and processing.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- MLPX
- AMLP
- ENFR
Competitive Landscape
The competitive landscape for energy infrastructure ETFs is crowded, with many providers offering similar exposure. Tortoise Capital Series Trust offers specialized energy sector focus that could be viewed either as an advantage or disadvantage depending on investor diversification goals.
Financial Performance
Historical Performance: Historical performance data is not available in the desired numerical, tabular format.
Benchmark Comparison: Benchmark comparison data is not available in the desired numerical, tabular format.
Expense Ratio: Data unavailable.
Liquidity
Average Trading Volume
Liquidity is dependent on the individual ETF within the Tortoise Capital Series Trust, and must be evaluated separately.
Bid-Ask Spread
The bid-ask spread for the ETFs in the Tortoise Capital Series Trust varies depending on the individual ETF and market conditions.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, energy prices, and regulatory changes can significantly impact the performance of the ETFs within the Tortoise Capital Series Trust.
Growth Trajectory
Growth trends are highly correlated to the performance of the energy sector and infrastructure development. Any changes to strategy would vary between each underlying ETF.
Moat and Competitive Advantages
Competitive Edge
Tortoise Capital Series Trustu2019s advantage lies in its dedicated focus on energy infrastructure and MLP investments, providing specialized expertise in this sector. This allows for deeper analysis and targeted investment strategies within energy midstream. Their experience in this niche market may lead to identifying undervalued opportunities. However, a concentrated focus may limit diversification compared to broader energy ETFs.
Risk Analysis
Volatility
Volatility data is unavailable. Each ETF within the trust carries its own level of volatility, based on its individual holdings.
Market Risk
Market risk encompasses fluctuations in energy prices, interest rate sensitivity affecting MLP valuations, regulatory uncertainties, and broader economic downturns impacting energy demand.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking income from energy infrastructure assets, is comfortable with sector-specific risk, and has a long-term investment horizon.
Market Risk
Tortoise Capital Series Trust is more suited for long-term investors seeking income or strategic exposure to energy infrastructure, rather than active traders.
Summary
Tortoise Capital Series Trust offers specialized access to energy infrastructure and MLP investments for income and potential capital appreciation. The ETFs are managed by Tortoise Capital Advisors, a firm with deep expertise in energy infrastructure. Investors should consider sector-specific risks and volatility associated with energy investments before investing. The ETFu2019s performance is tied to energy prices, interest rates, and regulatory changes. Potential investors should evaluate each fund within the trust independently.
Similar ETFs
Sources and Disclaimers
Data Sources:
- SEC filings, ETF provider websites, financial news sources
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data was not available at the time of this analysis and should be verified independently.
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.