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Acclivity Small Cap Value I AXVIX

Quantitative rating as of
NAV / 1-Day Return
15.64  /  0.56 %
Total Assets
15.4 Mil
Adj. Expense Ratio
0.480%
Expense Ratio
0.490%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
20,000
Status
Open
TTM Yield
1.40%
Turnover
60%

Morningstar’s Analysis AXVIX

Will AXVIX outperform in future?

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

Summary

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Acclivity Small Cap Value 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 least expensive fee quintile among peers.

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