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Morningstar

Chautauqua International Growth Instl CCWIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
15.51  /  1.27 %
Total Assets
504.6 Mil
Adj. Expense Ratio
0.800%
Expense Ratio
0.800%
Distribution Fee Level
Below Average
Share Class Type
Institutional
Category
Foreign Large Growth
Investment Style
Large Growth
Min. Initial Investment
10,000
Status
Open
TTM Yield
0.66%
Turnover
14%

USD | NAV as of Dec 06, 2022 | 1-Day Return as of Dec 06, 2022, 10:49 PM GMT+00:00

Morningstar’s Analysis CCWIX

Will CCWIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CCWIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CCWIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CCWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still a worthy foreign large-growth vehicle for the long haul.

Senior Analyst

Summary

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Chautauqua International Growth will remain in able hands after the expected retirement of a comanager in late 2022. The mutual fund's two share classes and its separate account retain their Morningstar Analyst Rating of Bronze.

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