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Quantitative rating as of
NAV / 1-Day Return
18.13  /  0.39 %
Total Assets
45.5 Mil
Adj. Expense Ratio
1.250%
Expense Ratio
1.250%
Distribution Fee Level
High
Share Class Type
No Load
Category
Large Blend
Investment Style
Large Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00
Turnover
61%

Morningstar’s Analysis BFSAX

Will BFSAX outperform in future?

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

Summary

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Weakness in BFS Equity'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 highest quintile among peers.

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