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Quantitative rating as of | See Cargile Investment Hub
  • NAV / 1-Day Return 8.84  /  0.00
  • Total Assets 21.3 Mil
  • Adj. Expense Ratio
    1.520%
  • 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.

Summary

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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.

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