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American Beacon ARK Transfmt Innov R5 ADNIX

Analyst rating as of
NAV / 1-Day Return
10.75  /  5.37 %
Total Assets
239.5 Mil
Adj. Expense Ratio
1.060%
Expense Ratio
1.060%
Fee Level
High
Longest Manager Tenure
5.85 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
250,000
Status
Open
TTM Yield
4.75%
Turnover
59%

Morningstar’s Fund Analysis ADNIX

Will ADNIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A Sign of Succession Planning Flashes at ARK Investment Management

Analyst Note

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In May 2022, subadvisor ARK Investment Management appeared to set the stage for a portfolio management succession plan by publicly naming two current analysts, Sam Korus and Nicholas Grous, as associate portfolio managers. It is a surprising development at ARK, where 66-year-old Cathie Wood has been the firm’s sole portfolio manager of all its nine exchange-traded funds since their inceptions. The firm has so far relied upon director of research Brett Winton to stand in for her if needed.

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