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Curasset Capital Management Core Bd Fnds CMBEX

Quantitative rating as of
  • NAV / 1-Day Return 9.01  /  0.08 %
  • Total Assets 184.8 Mil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.660%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.67%
  • Effective Duration

Morningstar’s Analysis CMBEX

Will CMBEX outperform in future?

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

Summary

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A middling People rating and a subpar Parent Pillar limit Curasset Capital Management Core Bd Fnds to a Morningstar Quantitative Rating of Neutral. 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.

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