A strong management team and sound investment process underpin Beech Hill Total Return A's Morningstar Quantitative Rating of Bronze. 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.
- NAV / 1-Day Return 13.45 / 0.30 %
- Total Assets 16.1 Mil
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Adj. Expense Ratio
- Expense Ratio 1.750%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Tactical Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.05%
- Turnover 29%
Morningstar’s Analysis BHTAX
Will BHTAX outperform in future?
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