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Acclivity Mid Cap Multi-Style I AXMIX

Quantitative rating as of
NAV / 1-Day Return
11.85  /  0.23 %
Total Assets
471,021.0
Adj. Expense Ratio
0.440%
Expense Ratio
0.450%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
20,000
Status
Open
TTM Yield
1.66%
Turnover
40%

Morningstar’s Analysis AXMIX

Will AXMIX outperform in future?

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

Summary

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Acclivity Mid Cap Multi-Style I’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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