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Beck Mack + Oliver Partners BMPEX

Quantitative rating as of | See Beck Mack & Oliver Investment Hub
  • NAV / 1-Day Return 18.49  /  0.75 %
  • Total Assets 53.8 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.04%
  • Turnover 15%

Morningstar’s Analysis BMPEX

Will BMPEX outperform in future?

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

Summary

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Beck Mack + Oliver Partners earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Parent and Process Pillars. 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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