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Morningstar

abrdn Dynamic Dividend Instl ADVDX

Morningstar Analyst Rating
Quantitative rating as of | See abrdn Investment Hub
  • NAV / 1-Day Return 4.21  /  0.48 %
  • Total Assets 111.8 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 6.09%
  • Turnover 79%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis ADVDX

Will ADVDX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ADVDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ADVDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ADVDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in abrdn Dynamic Dividend Instl's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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