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.
- 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.