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Concorde Wealth Management CONWX

Quantitative rating as of
  • NAV / 1-Day Return 17.71  /  0.28 %
  • Total Assets 37.9 Mil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.740%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.34%
  • Turnover 28%

Morningstar’s Analysis CONWX

Will CONWX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Concorde Wealth Management's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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