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Morningstar

Centerstone Investors I CENTX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.30  /  0.00
  • Total Assets 193.0 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.170%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Mid Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.00
  • Turnover 50%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis CENTX

Will CENTX 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 CENTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CENTX 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 CENTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Centerstone Investors I earns a Morningstar Quantitative Rating of Neutral on the basis of subpar ratings in both the Parent and Process Pillars. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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