Cargile 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-highest quintile among peers.
- NAV / 1-Day Return 8.84 / 0.00
- Total Assets 21.3 Mil
Adj. Expense Ratio
- Expense Ratio 1.660%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Tactical Allocation
- Investment Style —
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.00
- Turnover 309%
Morningstar’s Analysis CFNDX
Will CFNDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.